How to
Acting for a company
Switch
Click your name at the bottom of the sidebar and choose who you act as: you, a company you own, or a space you share. It is never a log-out.
What follows
| Page | Shows |
|---|---|
| Communications | The accounts and conversations that belong to that identity |
| Knowledge | Its vault (or an offer to create one) |
| Personal, Dashboards, Analytics, Data | Its records |
Every action you take is signed by you, for that identity, under your delegation, and the preview and receipt say so.
Your accomplice follows
Your accomplice is told whom you act as and works for that identity: it files a contact in the company's vault and records an invoice in the company's payables.
Coming soon — your accomplice's tools restricted to the acting identity's resources (today it is told, and the rules and delegations still apply to every record it writes).