Work with your team

Your workspace helps colleagues organise procurement work. Access and billing permissions are separate from assignment to a project.

Invite a colleague

Open the team controls and use the available invitation action. Choose the appropriate role and review any seat or subscription change before confirming.

Share an invitation only with its intended recipient. If you cannot manage members, ask your workspace administrator.

Assign work

Use the assignment controls in a project or application to select the responsible colleague. Agree how the team uses pipeline stages so a move has a consistent meaning.

Keep context with the project

Use notes for the bid/no-bid decision, questions and relevant links. Review available activity information to understand changes.

Review access

When responsibilities change, review both assignments and permissions. Removing an assignment does not necessarily remove workspace access.

See Plans and billing. Use the support form if access does not match your configuration.