Workspace and team

Workspace boundary

A workspace is the organization data boundary. Connections, reports, AI history, and settings belong to one explicit workspace.

Set up the team

1. 1

   Create the required legal entities, branches, and warehouses.

2. 2

   Invite users through work addresses.

3. 3

   Assign the least-privileged suitable role and scope.

4. 4

   Review effective access before sharing financial data.

Review regularly

• Remove former employees promptly.
• Verify the owner and backup administrator.
• Separate analytics viewing, configuration changes, and support operations.