Everyone sees everything
New teammates inherit the whole workspace, and you find out what that costs after something changes.
Owner, admin, coach, team and client roles, seat licensing, publish approvals and an access-audit log, so people see only what they should.
New teammates inherit the whole workspace, and you find out what that costs after something changes.
Onboarding a new coach means guessing what they should touch and what they should leave alone.
When something changes, you cannot see who accessed what, so trust rests on memory.
Give people owner, admin, coach, team or client roles, so they see only what they should.
License your team by seat and manage packs as the team changes.
Require approval before a teammate publishes anything under your brand.
Keep a log of who accessed what, so accountability does not depend on memory.
Teammates sign in with a one-time SMS code or a magic link.
Each capability carries the status it has today — nothing here is rounded up.
Owner, admin, coach, team and client roles: people see only what they should, and an access-audit log records who accessed what.
Book a short demo. We walk through the AI Assessment, pipeline, follow-up and client portal around your own workflow.