Workspace boundaries
Team information belongs in its workspace. User access is organized around workspace membership and assigned roles.
Security & control
Control begins with clear access.
Understand workspace access, role boundaries and the everyday decisions that keep team information in the right hands.
Permission clarity
Separate administration, operational management, status updates and read-only visibility. Choose a role that fits each person’s responsibility.
Scoped visibility
Use General Viewer for team-wide read-only access or Individual Viewer for work assigned to the linked employee.
Everyday access decisions
Review users and their roles as responsibilities change. Use personal accounts and keep sign-in details private.
Make your next step clear
See what structured follow-up can look like.
Explore how TaskRax could fit your team’s tasks, visits and day-to-day work.