Workspaces (teams, brands, regions)

Separate operations by team, brand, or region.

  • Organize work by business unit
  • Manage region-specific workflows
  • Maintain clear ownership boundaries
Workspaces

User roles & permissions

Control access based on user responsibilities.

  • Assign role-based permissions
  • Reduce data access risk
  • Support secure collaboration
User roles permissions

Groups & access control

Manage access policies at group level.

  • Group users for simpler permission management
  • Apply controls by team structure
  • Audit access across workspaces
Groups and access control

Internal notes & collaboration

Collaborate inside records with shared context.

  • Leave internal notes on candidates and jobs
  • Support team handoffs
  • Preserve decision context
Internal notes collaboration

Notifications

Keep teams informed about important activity.

  • Get alerts for key workflow events
  • Reduce missed updates
  • Support faster response times
Notifications