01 · Getting started

Accounts + workspaces

01 · Getting started

The mental model

Workspace = your firm. Project = one job. Both have members + roles.

02 · Getting started

Roles

03 · Getting started

Project membership

Add members to a project via Project Settings → Team. Per-project, you can flag can_view_owner_minutes for users on the owner side.

★ · Still stuck?

Email support.

Replies within 11 minutes on Team and Business plans. support@trueleveler.com