Team
Invite teammates, manage customer roles and seats, collaborate, transfer work, and review confidentiality.
3 guides
Choose the result you need
Start with the first guide if this area is new to you. Each task includes prerequisites, exact navigation, expected results, examples, and recovery steps.
Core tasks
The workflows you will use most often.
Intermediate
5 to 15 minutesInvite teammates and choose roles and seats
Your teammates are invited with the right roles, you know exactly what each change costs, and you can change roles, resend or cancel invitations, and remove people without losing their work.
Read guideIntermediate
5 to 20 minutesCollaborate, transfer, and reassign documents
The right teammate gets the right access, ownership changes only when you mean it to, and connected work keeps an owner.
Read guideAdvanced and reference
Deeper configuration, analysis, and less frequent tasks.
How to use this section
Pick the task that matches what you want to get done. Each guide lists what to have ready, walks through the steps in order, shows the result you should see, and explains what to do if something goes wrong.