Workspace & Sharing
Inviting members, roles, sharing notes, events and wallets, and workspaces.
Invite a teammate to your workspace
Ready to work with your team in the same workspace? In five steps, we'll show you how to send an invitation, what to do if the email doesn't arrive, how to manage pending invitations and how your teammate joins.
Manage members and roles
What can the Owner, Admin and Member do? In five steps, we'll show you how to make a member an admin, remove someone from the workspace, transfer ownership and leave a workspace.
Use more than one workspace
Open a new workspace to keep work and personal plans apart, and switch between your workspaces. In three steps, we'll also show you which details belong to the workspace and which belong to your account.
Share notes, events and wallets
Want to share a note, event or wallet with your teammates? In five steps, we'll show you how to choose who can see it and who can edit it, find what's been shared with you, and turn sharing off.