How-to · 2 min

How to use team roles and the audit log

Bring the whole team into one workspace with roles, and keep everything accountable with an audit log.

Watch the full flow, then follow the steps below.
  1. Step 1

    Set roles

    Invite analysts, managers and clients and give each a role that decides what they can spend and run — billed per workspace, not per seat.

    Team members and their roles in a workspace
  2. Step 2

    Review activity

    The audit log shows a period summary, a per-day chart, top actions and who did them, with a CSV export for reporting.

    An audit log with a period summary and latest entries

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