Mixed customer information
When every team works from the same unstructured database, ownership and context become difficult to understand.
Workspaces and team management
Keep every team organized in the right workspace.
Create separate workspaces for different businesses, teams, or operations, then invite the people who need to work there. Every workspace keeps its customer relationships, active work, files, and team activity together.
One account. Multiple workspaces. Clear User and Admin roles.
Workspace overviewYour teams at a glance
4 workspacesMIMarlow Industries5 membersActive
Members5
Open work12
Due today3
Other workspaces
Northgate Retail
Priya Shah Studio
Vellum Partners
Multiple workspaces
User and Admin roles
Individual or bulk invitations
Shared workspace context
Separate the work that should be separate—without creating disconnected systems.
A growing organization may manage multiple businesses, departments, operating units, or client teams. Avanta workspaces give each group a dedicated place for its relationships and daily work while allowing authorized users to move between their workspaces from one account.
Too many disconnected tools
Contacts, opportunities, tasks, files, and team updates become harder to follow when every group builds a separate process.
Unclear workspace ownership
Without visible membership and roles, teams do not know who can manage the workspace or help onboard new members.
One workspace, one shared operating view
Give every workspace a shared view of its customer work.
Each workspace brings together the records and activity its members use to manage relationships and move work forward.
- Contacts and companies
- Deals and project delivery
- Tasks and deadlines
- Notes, attachments, and workspace files
- Communication activity and call logs
- Dashboards, analytics, and reports
Instead of rebuilding the same process in multiple tools, each team can work from one connected workspace.
Marlow IndustriesShared operating view
5 membersContacts & companies184
Deals & projects12
Tasks & deadlines31
Files & attachments64
Communication6 today
ReportsThis month
One shared workspaceView dashboard
Switch workspaces
Move between teams without losing your place.
A user can belong to multiple workspaces and switch between them using the workspace selector.
- 1
Open the workspace selector.
- 2
Choose an existing workspace or create a new one.
- 3
Continue working with the records and team connected to that workspace.
Switch workspacePick a team context
AccountMarlow IndustriesCurrent
Northgate Retail
Priya Shah Studio
Vellum Partners
+New Workspace
Invite and onboard members
Bring the right people into the workspace.
Workspace administrators can add members directly, invite several people at once, or share an invitation link when a broader onboarding process is needed.
Add members individually
Enter a person's details and add them directly to the selected workspace.
Add members in bulk
Prepare a larger team more efficiently by adding up to 50 members in one bulk operation.
Share an invitation link
Give invited teammates a direct way to request or receive access to the appropriate workspace.
Review join requests
Administrators can review pending requests before adding people to the workspace.
Grow your workspaceAdd members
43 of 50Add individually
Add in bulk
team-roster.csv42 of 50
Upload a CSV to invite your whole team at once.Workspace accessInvite teammates
2 pendingInvitation link
app.avanta.io/join/marlow-4f2aCopy
Join requests
ECElena ChoPending
MWMarcus WebbPending
Member management and roles
Keep membership and responsibility clear.
The member-management view gives administrators one place to see who belongs to the workspace and maintain the team as it changes.
- View current workspace members.
- Identify each member's role.
- Change a member between User and Admin.
- Remove members who no longer need access.
- Manage pending invitations and join requests.
People & accessWorkspace members
2 adminsNBNora BennettAdmin
AKAlex KaurAdmin
MIMaya IversenUser
TOTomas OrtegaUser
JLJun LiUserRemove
5 active membersInvite people
Role comparison
Works inside the workspace using the product capabilities available to that workspace and plan.
Manages workspace membership and administrative actions in addition to normal workspace activity.
Available product capabilities may also depend on the workspace's current Avanta plan.
Access controlMember permission
Admin roleMIMaya IversenJoined Mar 2025
Role
UserAdmin
Admins can manage people and workspace settings.Connected work across the team
Membership is only useful when the work stays connected.
Contacts and companies
Keep customer details, notes, relationships, and activity available to the workspace team.
Pipeline and projects
Track opportunities and carry their context into active client work.
Tasks and calendar
See deadlines, follow-ups, overdue work, and upcoming activity.
Communication and activity
Keep logged calls and supported communication actions close to the customer context.
Files and attachments
Find workspace files and keep project-specific documents attached to the relevant work.
Dashboards and reporting
Give the team a shared view of progress, activity, and items requiring attention.
Use cases
Designed for organizations with more than one way of working.
Multiple businesses
Manage separate business operations from one Avanta account while keeping each workspace's records and members organized.
Departments or operating teams
Give sales, client service, or operations teams a dedicated workspace when their records and daily processes need to remain separate.
Client teams
Create a focused environment for a team responsible for a specific group of customer relationships or delivery work.
Growing organizations
Add members, review join requests, and adjust User or Admin responsibilities as the organization changes.
Get started
Set up a workspace in three practical steps.
- 1
Create or select a workspace
Choose where the business, team, or operation should be organized.
- 2
Invite the team
Add members individually, in bulk, or through an invitation link.
- 3
Start connecting the work
Add contacts, companies, opportunities, projects, tasks, files, and activity to the shared workspace.
Workspaces and team management FAQs
Can I belong to more than one Avanta workspace?
Yes. A user can belong to multiple workspaces and switch between them using the workspace selector.
Can I create a new workspace?
Yes. The workspace selector includes an action for creating a new workspace.
Which workspace roles are available?
The currently observed roles are User and Admin. Admins can manage workspace membership and related administrative actions.
Can I invite several team members at once?
Yes. Avanta supports bulk member addition for up to 50 people in one operation, as well as individual invitations.
Can people request access using an invitation link?
Workspace administrators can share an invitation link and review join requests from the member-management area.
Can I control access to individual contacts or deals?
Avanta currently provides workspace membership and User/Admin roles. Record-level or field-level permission controls are not part of the product today.
Does information automatically move between workspaces?
No. Each workspace is a separate operating context, and automatic cross-workspace synchronization is not part of the product today.
Does each workspace have its own plan?
Plan behavior and entitlements should be confirmed with the Avanta team. Available features may depend on the workspace's current plan.
One connected workspace
Put every deal in motion
Bring your customers, pipeline, outreach, invoices into one workspace.
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