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Workspaces & Team management

The article describes how workspaces and teams are managed on Wingform

Updated over 7 months ago

All users of Wingform need to create their workspaces on Wingform. A workspace represents a user's current role and includes its own set of inventory, clients, and deals. You can create as many workspaces as necessary to represent your roles and transactions in different companies.

Each workspace contains details about the broker company as well as the authorized executive.

To manage your team on Wingform and assign different roles and transactions, you need to invite the company's representative (both internal employees and external contractors, such as lawyers).

After accepting the invitation to join a workspace, a representative workspace will be created for them. Within this workspace, the representative will see aircraft and transactions for which they have permissions.

When an invitation is accepted, you will see your representative in the workspace.

You can then allow them to create new inventory, assign an administrator role, and assign different permissions (viewer or manager) for different aircraft in your inventory. Viewers are only able to see the aicraft and associated deals, while Managers are allowed to all necessary actions.

Administrators are authorized to invite and remove other team members, as well as set permissions for them. Only authorized executives can assign administrator roles.

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