Team & Access records
Create and manage supported records from one connected workspace.
Manage Your Team
Team Members
Team & Access built for one connected workspace.
Invite team members and manage their workspace access.
सौंपे गए काम के अनुसार पहुँचभूमिका से नियंत्रितजुड़े हुए रिकॉर्ड
Team Membersसुविधा का अवलोकन
Team & Access built for one connected workspace.
Invite members and enforce role-based permissions. KharchaBill keeps the related record in the active workspace and applies the user permissions configured for that workspace.
Team Members के लिए ज़रूरी सुविधाएँ
Workspace scoped
Records are isolated to the active workspace and its operating context.
Permission aware
Available actions follow assigned roles and explicit permissions.
Connected reporting
Related activity can feed supported financial or operational reports.
4 स्पष्ट चरणों में Team Members इस्तेमाल करें
- 1Open Team & AccessUse the feature in a workspace where it is enabled.
- 2Add the recordEnter the required details and review validation.
- 3Manage activityUpdate the record using the actions allowed by your role.
- 4Review resultsUse related lists and reports to understand recorded activity.
मौजूदा बिज़नेस पैक के ज़रिए उपलब्ध
यह सुविधा मुख्य प्लेटफ़ॉर्म का हिस्सा है या कार्यक्षेत्र की सेटिंग से सक्रिय होती है। सदस्यता से पहले मौजूदा पैक की जानकारी देखें।
बिज़नेस पैक देखेंसामान्य प्रश्न
Which Business Packs include Team & Access?
The feature page shows the current Business Packs linked to this capability in the database. Availability also depends on the active workspace entitlement and user permissions.
Is Team & Access workspace scoped?
Yes. Business records are resolved within the active workspace and authorised operating context.
Can team access be limited?
Yes. Owners and administrators can assign supported roles and permissions.
Team Members इस्तेमाल करने के लिए तैयार हैं?
कार्यक्षेत्र बनाएँ, फिर अपने काम के लिए ज़रूरी बिज़नेस पैक और पहुँच सक्रिय करें।