1. To create a new workspace, navigate to the top right corner of your dashboard. Click on your account dropdown, then click on "Manage" under Workspace heading

2. Click on "View All Workspaces". Navigate to the top right corner and click on "Add New"

3. Follow the prompts to name your workspace. Note: This feature is not available in starter plan

Yes! You can invite team members by navigating to the top right corner of your dashboard, click on your account dropdown, then click on "Manage" under Workspace heading and selecting “Invite Member.” Enter their email addresses, and they will receive an invitation to join your workspace.

You can manage permissions for sensitive client information in the “Edit Team Member” section of your dashboard. Set access levels for team members based on their roles to ensure that only authorized personnel can view sensitive data.

If a team member is having trouble accessing the workspace, ensure they are using the correct email address and password. If issues persist, have them reset their password or contact our support team for assistance.

The number of workspaces and team members you can have may depend on your subscription plan. Check your plan details in the account settings to see any applicable limits or upgrade options.