Make room for the people doing the work
Manage team members and their existing access controls. Keep clients or locations in separate linked accounts where the organisation calls for it.
Useful information for the next person.
Manage membership and choose which active modules team members can use, while owners and admins retain account-wide access. Leave dated handover notes about customers, stock, the building or a follow-up, keeping each open until it is resolved. Pin important notices and organise shared links in Team resources with a title and explanation. Colleagues have a clear place to find the information that helps them pick up the work.
Make the next shift easier.
For example, a customer will call back while their usual contact is away. Leave a handover explaining what happened and what is outstanding, with the reference the next colleague needs. Keep supporting guidance in Team resources. After the callback, update the note and mark it resolved.
Make the handover easier.
Bring the notices, reference links and everyday handovers your team already relies on into one place.
Discuss your team setup