Manage multiple clients
Separate client and offer facts while reusing Project instructions across accounts.
Share connectors with your team
Give teammates access to one company connection without sharing the account login.
Client and team workflows
Separate client work, reuse Project instructions, and share company connections with the right teammates.
Separate client work, reuse Project instructions, and share company connections with the right teammates.
Follow the guides in order for the complete workflow, or jump to the step you need.