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.

Permission levels

Collaborators get granular permissions per resource:

Level	Read	Write	Delete
view	Yes	No	No
moderator	Yes	Yes	No
admin	Yes	Yes	Yes

Resources you can grant access to:

• Calendar - sessions, scheduling, calendar views
• Clients - client records and custom fields
• Invoices - invoice creation, editing, sending
• Workflows - statuses, transitions, actions, automation settings
• Webhooks - webhook configs and API keys

You can combine levels freely - e.g. a collaborator could be admin on Invoices, moderator on Clients, view on Calendar, and have no access to Workflows or Webhooks.

Invite a collaborator

1. Go to Team -> + Add Collaborator.
2. Enter their email.
3. Optionally pre-configure permissions and payroll.
4. Click Send Invitation.

If they have a FoxCLM account

They get a connection request. The next time they log in, they see a prompt: Accept, Decline, or Block. Permissions activate on acceptance.

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

On the Team page, click any collaborator to open their permissions panel. Click a resource chip to cycle through the levels:

none -> view -> moderator -> admin -> none

Changes apply immediately. The collaborator sees the new scope the next time they make a request.

Asymmetric permissions

Permissions are one-way. If Alice invites Bob as a collaborator with admin on Invoices, Bob can see and manage Alice's invoices. That does not automatically give Alice any access to Bob's own workspace - Bob would need to invite Alice separately.

This makes two-way partnerships explicit: both parties must invite each other.

Revoking access

Three options:

• Change permissions to none on specific resources - partial revoke
• Remove collaborator - severs the connection entirely; they can no longer switch into your workspace
• Block - same as remove, plus prevents them from sending future invitations

All three are immediate. In-progress requests by the collaborator at the moment of revoke will succeed; new requests are denied.

What collaborators see

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

• Actions they lack permission for are greyed out or hidden (buttons show a lock icon)
• Resources they have no access to are hidden from the sidebar
• 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. Click Enable Payroll on their row to set rates and treat them as both collaborator and staff. See Staff Members for payroll details.

Next steps

• Staff Members - for people who need payroll tracking
• Team Overview - choose between staff and collaborators