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Use Profiles & Users and the settings area to manage who has access and how your team works inside traxy.

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Create a workspace

When you create a new workspace, traxy makes you the Owner.

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Invite members

Owners and admins can invite members from:
  • the sidebar action for inviting a team member
  • Settings > Profiles & Users
When you send an invite, choose the access level that fits the person joining:
  • Admin for workspace setup and management
  • Member for day-to-day work in the product
In the members view, you can track statuses such as:
  • Active
  • Invite Pending
  • Disabled

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Manage roles

traxy uses workspace roles to control access.
  • Owner has full workspace control.
  • Admin can manage key workspace settings and members.
  • Member works inside the workspace without full admin access.
If your role allows it, you can update roles or remove access from the same members screen. Removing access disables that member immediately.

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Update profile and company settings

Use Settings to manage personal and workspace information such as:
  • Profile
  • Company
  • Security
  • Billing
  • Blocklist
  • Profiles & Users
These settings help keep your workspace accurate as your team changes. Use Company when you want to review the confirmed company record that powers your workspace. Use Blocklist when you want to exclude specific company domains from future leads.