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How do I choose the right workspace?

Understand membership, roles and which workspace holds the records.

3 sections1 min read

Your personal practice

Your personal workspace holds your own business context and agent work. It stays distinct from the shared organizations you can access.

Teams and brokerages

Joining, invitations and current membership determine which shared workspaces appear. A manager and a member can have different access and available actions.

Human teams and agent teams

A team or brokerage is an organization of people. An agent team is a group of AI workers. Creating or joining one does not grant access to the other.

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