Clear guidance for buyers, administrators, and teams.
Getting started
Start with the people who will use the product, the work they need to bring together, and the access each person requires. A simple rollout plan helps everyone begin with the same expectations.
Group work by shared outcomes, responsibilities, or workflows. Keep projects separate when they need different ownership or access, and use shared areas for work that benefits from common visibility.
Teamwork & access
Match each role to the responsibilities that person owns. Review access when responsibilities change, and remove access that is no longer needed.
Use clear ownership, consistent naming, and a defined place for each project. A shared structure makes it easier for teams to find context without adding unnecessary process.
Account & billing
Ask the workspace administrator or billing contact to confirm the current subscription, billing owner, and renewal status. They can also direct account-specific questions to the right process.
Review the active subscription, billing contact, renewal date, and any changes required for the next term with the person responsible for the account.
Security & support
Review the product’s current security and privacy documentation for details about data handling and organizational controls. Share specific requirements with support before making a decision.
Include the affected workspace area, the steps already tried, and the result you expected. Clear context helps support identify the next step without unnecessary back-and-forth.