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FAQ

Accounts and Access

How do I join a Workspace?
You need an invite from a Workspace admin. See Invite-Only Accounts.

Can I belong to more than one Workspace?
Yes. Your access is managed separately per Workspace.

Who can manage roles and invites?
Admins manage team access in Settings → Team & Roles.

Scout and Scheduler

What can I do in Scout?
Run lead discovery, manage lead status, and export lead data. See Scout Basics.

What can I do in Scheduler?
Manage services, availability, booking page, appointments, and contacts. See Scheduler Basics.

Why do I see “Module not enabled”?
That area is not currently available for your Workspace. See Module Not Enabled.

BYOK and Security

Where do I manage API keys?
Admins can manage keys in Settings → Workspace under Integration Keys (BYOK). See BYOK.

How should we handle key access?
Limit key management to trusted admins and rotate keys regularly.

Help

Where should I report issues?
Contact support and include the page, the message shown, and what you already tried.