Get extensionTeams and data boundaries
Share useful research without mixing customer workspaces.
How to use it
- Open Settings › Team
- Invite by email address
- Choose what they can do
- They sign up with that email and land in your workspace
Notes carry the author's name, so you can see who spoke to whom.
Workspace roles
The customer source includes owner, admin, and member controls. Plan entitlement and member permission are separate checks; a shared reading view does not imply permission to change another person's records.
Seats and permissions
Business includes three seats with additional paid seats listed separately. Roles for multi-member workspaces are still being tested.
Isolation and shared intelligence
Private workspace records are isolated per workspace by row-level security. A public post is stored once even when several workspaces saw it, but each workspace only sees the posts its own people saved or scrolled past, so your Market Intel is yours alone. Teammates in one workspace share it.
Inviting someone
Open Settings › Team, type their email, choose Member or Admin and press Invite. They show as Invited until they sign up with that exact address, and Cancel withdraws the invite. Open invites count against your seats, so an invite is refused when the workspace is full. Members can't invite.
What each person can do
Every active member has three switches: Research (spending credits), Export and CRM. Owners and admins always have all three. Only the owner changes them, and they're enforced in the database, not by hiding a button. Each person also connects Odoo with their own key.
What the team shares
Saves, labels, notes, radars and the credit balance are shared across the workspace. Each card says who saved it, and only that person can change its label or note. In My Dashboard the owner can switch on All team data and filter by person. The Usage view shows the last 30 days per person: sign-ins, opens, saves and Odoo pushes.
Common questions
Which plan has teams?
Business, which includes 3 people. Every other plan is for one person.
Can a teammate change my saves?
No. Only the person who saved a post can change its label or note.
Can I stop a member spending our credits?
Yes. Untick Research for them under Settings › Team.
Does an invited person need a separate account?
They sign up with the email you invited, and that puts them straight into your workspace instead of a new one.