Skip to content

Team workspaces

Give your team a shared place for relationship context.

Use an organization to bring colleagues around shared contacts and companies. Invite the people involved, choose their roles and work in the right organization.

For small teams coordinating client relationships, partnerships and people met at the same events.

Start your 7-day free trial

Then US$99/year. Card required. Cancel before the trial ends to avoid a charge.

From start to next step

  1. 01

    Create an organization

    Open Org in Settings and name the workspace. Creating an organization requires Pro access, including access during an active trial.

  2. 02

    Invite your colleagues

    Enter a teammate’s email and choose Viewer, Editor or Admin. The invitation is tied to that email; the recipient joins after signing in and accepting it.

  3. 03

    Choose where you are working

    Select the organization in the app’s switcher to work with its contacts and companies. Use All Organizations to return to the broader view of the organizations you belong to and your personal contacts.

Keep collaboration organized as the team changes

Roles for different contributions

Choose a role when inviting someone. Owners can change member roles; owners and admins can invite colleagues and manage membership. The owner retains control of the organization.

Shared contacts and company context

Organize records under the relevant organization, and use contact search, tags, notes and company links to help teammates pick up the context. Selected contacts can be moved to another organization you are allowed to edit.

Membership you can keep current

Review members and pending invitations in one place. Owners and admins can cancel invitations or remove members. Members can leave when their involvement ends; the Owner remains responsible for the organization.

A few practical questions

Where do I manage the workspace?

TaliCRM calls a workspace an organization. Open Settings and choose Org to create one, view members, invite colleagues and manage pending invitations.

Which roles can I choose?

Invitations support Viewer, Editor and Admin. The person who creates the organization is its Owner. Only the Owner can change a member’s role, and the Owner role cannot be reassigned through these member controls.

Can I belong to more than one organization?

Yes. The organization switcher lets you choose an organization you belong to or use All Organizations. Choose the right organization before adding or editing shared records.

Can an invitation be used by someone else?

Accepting an invitation requires a signed-in account with the invited email address. Owners and admins can cancel pending invitations if plans change.

Build a shared view of your relationships.

7 days free. Then US$99/year.

Try TaliCRM