How do I add someone to my workspace?
Contact Parker support with the person’s work email address and the role they need.How do I remove someone?
Contact Parker support and name the person to remove.How do I change someone’s role?
Contact Parker support and say which role the person needs.How can I tell if I’m an admin?
Open Settings. Admin-only pages, such as Compliance and Reply notes, carry an Admin label. Admins can change them. For what each role can change, see Permissions.Troubleshooting
A new teammate can't see our Salesforce data
A new teammate can't see our Salesforce data
Being in the workspace isn’t enough. Each person connects their own Salesforce login under Settings > Connections > Salesforce. See Connect Salesforce.
Related
Admin quickstart
Your first-hour checklist.
Permissions
What admins and members can each change.