What's a workspace?

Every organization is configured automatically with a single workspace. The workspace holds a contained portfolio of records and is named synonymous with the organization. Within each workspace records can be created, edited, organized, deleted, and shared.

FieldDoc users from outside of an organization can be invited as a workspace member, which grants them full administrative access to conduct work for their client where the client retains full ownership of the records. This is especially helpful when creating and submitting pacts to funders where the lead recipient must match the organization named in the grant award.

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