We have had many, many requests for (a) A private workspace between your team and one particular user in a client company, and (b) A way to support a client user who runs multiple businesses.
Our release today now enables you to do both of these things. We have just launched a very flexible and powerful capability -- a single client user can now be a part of multiple workspaces. Now, when you are adding a client user to a workspace, you can either invite a brand new client user to the system (like you do today) or just add a client user from another existing workspace (and give them access to multiple workspaces!). Once a client user has access to multiple workspaces, they will have a workspace selection bar on the left (like your firm users do) to access all their workspaces.
- For a client user with multiple businesses, you can set up each business as a workspace and include this client user in all of them
- For a private conversation with say the owner of an existing client company, you can set up a workspace just for them
Click here to learn how to add a client user to another workspace.
We have also made some performance improvements in this release that will make the page loading experience faster for most pages in the system.