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Govern typed CRM fields and reusable tags without breaking imports, views, automations, or data meaning.

Understand Owner, Admin, and Member authority across organization, workspace, team-inbox, security, and automation boundaries.

Configure personal event categories, inbox sources, browser alerts, and sound without turning every unread item into noise.

Design team-inbox visibility, channel routes, assignment, capacity, working hours, SLAs, and escalation ownership.

Understand organization and workspace scope, then create, switch, or rename a workspace without cross-scope mistakes.

Add existing or new teammates with least privilege, verify invitation delivery, and safely manage access changes.

Inventory WhatsApp and shared-email connections, verify ownership and data scope, and remove dependencies safely.

Update personal identity, password, authenticator MFA, and active sessions for every signed-in role.

Connect WhatsApp senders, select default outbound routing, govern history sync, and verify diagnostics and delivery.

Manage WhatsApp provider templates and personal or shared email templates with correct variables, approval, and lifecycle.