Owner
Controls the workspace, subscription, seats and the highest-level team and billing decisions.
One business workspace. The right access for everyone.
Invite colleagues, choose their role and keep day-to-day conversation alongside the invoices, customers and payments the team is working on.
Workspaces
Each business keeps its own work and settings.
A workspace contains its documents, customers, items, payments, expenses and settings. People with access can switch between workspaces they belong to without mixing their records.
- Invite a colleague by email
- Choose their role before sending the invitation
- Control access through workspace permissions
- Change roles or remove access when needed
Northline Studio · Team4 of 6 seats
Morgan Leemorgan@northline.co.ukOwner
Alex Wardalex@northline.co.ukAdmin
Sam Colesam@northline.co.ukMember
Jamie Pateljamie@northline.co.ukMember
Roles and permissions
Access follows the job each person needs to do.
Permissions cover invoices, quotes, customers, items, payments, expenses, recurring invoices, archive, integrations, billing and team management.
Admin
Manages the operational areas allowed by the workspace role, including team workflows where permitted.
Member
Works with the documents and records their assigned permissions allow, without owner-only controls.
Work Chat
Keep workspace discussion close to the work.
Chat is a real-time conversation for people in the workspace. Mentions notify the named colleague and unread messages appear as a count beside Chat.
Work Chat is part of the Teams plan. It is designed for focused workspace conversation—not as a replacement for a company-wide messaging platform.
Work Chat3 members
Alex@Morgan INV-0072 is ready to send.09:42
MorganThanks — I’ve checked the PO number.09:44
Message your workspace…