01
Invite
Add the people who will work in the organisation.
Teams and permissions
A connected team. Clearly defined access.
Organise your people and the resources they work with. Define roles and share documents and templates thoughtfully.
Let’s explore your use case.
Interactive examplePeople and responsibilities
Explore the responsibilities of each sample role.
ESTUDIO NORTE
A team workspace
MLCRLM
Marta López
AdministrationOrganise the team
People, roles and organisation configuration.
ESTUDIO NORTE
A team workspace
MLCRLM
Carlos Ruiz
MemberWork on documents
Preparation and tracking according to assigned permissions.
ESTUDIO NORTE
A team workspace
MLCRLM
Lucía Martín
AuditReview the process
Review of accessible documents and activity.
Demonstration with fictional data1 / 3
01People in one organisation
02Roles with responsibilities
03Resources for working together
Estudio Norte
A workspace for the team
MLMarta
CRCarlos
LMLucía
DocumentsTemplates
WORKING FROM A SHARED BASE
The team changes. The work continues.
Bring documents and templates into the organisation’s workspace. Review who takes part and their responsibilities to keep a consistent way of working as you grow.
People, resources and access belong to the same organisation.
FROM START TO FINISH
Prepare your team’s workspace.
Start with the people, then adjust the resources they need.
02
Assign
Choose a role suited to each person’s responsibilities.
03
Share
Organise documents and templates and review their access.
IN YOUR EVERYDAY WORK
One workspace for different responsibilities.
Different situations. A process you can recognise.
Operations
Prepare and send everyday documents.
Administration
Manage the team’s people and configuration.
Review
Consult documents and activity according to assigned permissions.
BEFORE YOU START
The questions that matter.
If your process needs something more, we’ll explore it with you.
Talk to the teamDo all members have the same permissions?
No. Roles define responsibilities and access. Check your organisation’s permissions when adding someone.
Can we share templates?
Organisation templates let people work from a shared base. Access depends on configuration and permissions.
Which plan does my team need?
Review the users and features included in each plan. Tell us how you work if you need a particular configuration.
SIGNATUZ
Give your team a home for its agreements.
Check feature availability and limits in your plan.