Manage your team and customers

Choose the right list

Use Team for people who work in your business. Use Customers for the people you serve. The two views share a workspace style, but staff access and customer records serve different purposes.

Add or update someone

1. Open the appropriate list and search first to avoid a duplicate.
2. Use the available add or edit control. Enter the person’s details and choose the intended role when offered.
3. For staff, review how they will sign in and what they should be able to see.
4. Save, then check the person’s record. Test access using the intended staff account if needed.

A saved person is not proof of access

A contact record, a sign-in account, and permission to use a page are separate things. Do not assume that adding a person sends an invitation or gives access to all pages. Follow the sign-in and role options actually offered in your workspace.

When a customer contacts you twice

Check the name and contact details before changing either record. A person using email and a social account may not appear exactly as you expect. Ask Copilot to identify possible duplicates for review before combining or deleting anything.