Help Center
Workspace & Sharing
Inviting members, roles, sharing notes, events and wallets, and workspaces.
3 articles
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.
Other topics
Getting StartedFirst steps: your account, the Overview page, search and mobile.CalendarCreating events, repeats, reminders and money on the calendar.NotesRich text, tables, covers, linked events and organising notes.FinanceWallets, categories, budgets, multiple currencies and the calendar link.IntegrationsConnect the apps you use to Pumpynotes and let them work together in one place.Account & BillingPlan, payment, security and account settings.