Workspace & Team

Set up your workspace, invite teammates, and manage members.

What is a Workspace?

A workspace is your private business environment in Nuvio One. All your contacts, projects, invoices, and data live inside your workspace. Other businesses cannot see your data.

Workspace Settings

Go to Settings in the top menu to manage your workspace.

You can update:

• Workspace name — The display name for your business
• Timezone — Default timezone used for appointments and schedules
• Workspace type — The category that best fits your business (General, Healthcare, Legal, Real Estate). This affects the terminology and features shown.
• Logo — Upload your business logo

Team Members & Roles

Every person in your workspace has one of three roles:

Owner

• Full access to everything
• Can manage billing, workspace settings, and all data
• Can invite, remove, and change roles of any team member
• There is one Owner per workspace

Admin

• Near-full access — can manage most resources and team members
• Cannot change workspace-level settings that only the Owner controls
• Can invite and manage Members

Member

• Can create and edit most records (contacts, tasks, deals, tickets, etc.)
• Cannot delete contacts or organizations (only Owners and Admins can delete)
• Cannot access bookkeeping (Owner/Admin only)
• Good role for day-to-day team members

Inviting Someone to Your Workspace

1. Go to Settings → Team.
2. Click Invite Member.
3. Enter their email address and select a role.
4. They will receive an invitation email with a link to join.

The invited person clicks the link, enters their email PIN to verify, and is added to your workspace.

What Happens if My Workspace is Suspended?

If your workspace is suspended or cancelled, team members will not be able to log in or access any data until the issue is resolved. Contact support to restore access.

Removing a Team Member

1. Go to Settings → Team.
2. Find the member and click Remove.
3. They will immediately lose access. Their past work (contacts created, notes added, etc.) remains in your workspace.

Frequently Asked Questions

Can I be a member of more than one workspace? Yes. If you are invited to multiple workspaces, you can switch between them after logging in.

Can I change someone's role? Yes. Owners and Admins can change a member's role at any time from the Team settings page.

What is the difference between a team member and a team (group)? A "team member" is an individual person in your workspace. A "team" (found in the Teams section) is a group of members organised together for projects and capacity planning. See the Teams topic for more details.