FoxCLM

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Collaborators ​

Collaborators are people who help you run the business: co-owners, business partners, assistants, accountants. Each collaborator logs in with their own account and switches into your workspace.

Permissions ​

A collaborator who accepts becomes a workspace member. What they can do is controlled under Settings -> Permissions & Actions, which has two tabs:

  • Staff permissions - a per-member matrix of fine-grained action capabilities, grouped by domain:
    • Contracts - create, edit, delete, submit, review, approve, sign
    • Invoices - create, edit, delete, submit, approve, send
    • Expenses - create, edit, delete, submit, approve
    • Calendar - delete, import, export
  • Roles - reusable named bundles of those capabilities that you assign to a member instead of ticking each flag by hand.

Permissions are per-action, not a single view / moderator / admin level, and they are set here - not on the invite form.

Invite a collaborator ​

  1. Go to Team -> + Add Collaborator.
  2. Enter their email.
  3. Optionally pre-fill their member name and payroll rates.
  4. Click Send Invitation.

Capabilities are assigned after they join, under Settings -> Permissions & Actions.

If they have a FoxCLM account ​

They get an in-app invitation under Invitations for you, where they Accept or Decline. On acceptance they join your workspace as a member.

If they don't have an account ​

FoxCLM emails a claim link valid for 7 days. They click the link, create an account, and the connection activates.

Switching workspaces ​

When a collaborator logs in, they see a workspace switcher in the header. They can switch between:

  • Their own workspace (where they are the owner)
  • Any workspace they have been accepted into

The UI shows which workspace is active. All actions apply to that workspace.

Changing permissions ​

Adjust a member's capabilities any time under Settings -> Permissions & Actions - tick or untick action flags on the Staff permissions tab, or assign a Role. Changes apply the next time the member makes a request.

Asymmetric permissions ​

Membership is one-way. If Alice invites Bob into her workspace, Bob can act there within the capabilities Alice grants. That does not give Alice any access to Bob's own workspace - Bob would have to invite Alice separately. Two-way partnerships must be set up in both directions.

Revoking access ​

  • Remove the member - severs the connection entirely; they can no longer switch into your workspace.
  • Narrow their capabilities under Settings -> Permissions & Actions - a partial revoke without removing them.

Both take effect immediately. In-progress requests at the moment of change succeed; new requests are evaluated against the updated permissions.

What collaborators see ​

A collaborator with workspace access sees the same UI as the owner, but:

  • Actions they lack the capability for are hidden or disabled (permission-gated buttons)
  • The workspace owner's Business Profile, Subscription, and owner-only settings are invisible

Collaborators + staff payroll ​

A collaborator can also be a paid staff member. Enable payroll on their member row to set rates and treat them as both collaborator and staff. See Staff Members for payroll details.

Next steps ​

FoxCLM Documentation