Team workspaces

A team workspace lets multiple people work from the same Enviro-D account.

Team workspaces are useful when property searches, portfolios and reports need to be visible to more than one person.

What a team workspace includes

A team workspace can include:

• saved searches;
• portfolios of saved searches;
• generated reports;
• team members and roles;
• pending invitations;
• team settings;
• dashboard activity for searches and reports.

Roles and permissions

Enviro-D uses roles and permissions to decide what each member can do. Users with the right invitation permission can invite people. Role changes are hierarchy-aware, so users cannot assign roles above their own level.

The exact available roles can depend on the roles configured for the workspace.

Team settings

Team settings can include team name, logo, company profile details and danger-zone actions such as leaving or deleting a team where those features are enabled.

High-impact actions require confirmation. Ownership transfer and team deletion use OTP confirmation.

Personal profile inside a team

Team users can still manage their own personal profile and security settings. This includes profile details, email, password, MFA and linked sign-in methods where those features are enabled.

Good practice

• Use a team workspace for company work.
• Keep personal and client work separate.
• Review members and pending invitations regularly.
• Give each user the lowest role they need.