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Users & Permissions

Shared data

What is and isn't shared across your workspace

  • Contacts and Companies: all contacts and companies, plus their smart attributes, make up your shared database
  • Emails: each member can share their email content on an individual email or entire record basis. Members of the same workspace can also request access to specific emails at any time
  • Communication data: communication metadata, such as strongest connection and last communication, is visible to all members
  • Collections and Views: collections can be shared with specific users, your entire workspace, or kept private. All corresponding views are shared with the same users
  • Profile Attributes: attribute data belonging to collections shared with you is also visible on contact and company records

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