Can a VA manage listings without seeing costs or billing?

Yes. Set Listings to Edit and Reports, Cash and Plans and Billing to None for that person, or build a custom role for every VA.

Can outside people join, like a supplier or a 3PL?

Yes. Guests see only the Workspace items they are added to, such as a shared doc or a chat channel.

Do I still need separate project, docs and chat apps?

Many teams use the Workspace instead: projects with board, list, calendar and timeline views, docs with versions, team chat and meetings, all linked to live business records.

Is every change recorded?

Sign ins, access changes, store connections, API keys, plan and Brain settings and everyday work are recorded with the before and after, and kept for 400 days.

Grow the Team Without Losing Control

Give each person exactly the access their job needs, see who changed what, and keep projects, docs, chat and meetings next to the orders, SKUs and purchase orders they are about.

What You Need Done, and How It Gets Done

Give Each Person the Right Access: Every module is None, View or Edit per person, checked on the server for every request. Build custom roles once and reuse them.
See Who Changed What: The activity log records sign ins, access changes, store connections, API keys and everyday work, with the before and after, for 400 days.
Keep Work Next to the Business: Projects, docs and chat link to live SKUs, orders, POs and suppliers and show their current status.
Run Meetings That Lead Somewhere: Live Work Tiles, a Brain agenda, captions and a recap that becomes project cards.
Turn SOPs into Automations: A process written in a doc becomes a reviewed workflow with a dry run first. Money-moving steps always ask.
Approve from Anywhere: Approve Brain tasks from the app, your phone's lock screen or a single-use email link, always with a confirmation step.

What It Looks Like in Practice

Invite with a Role: Invite a VA, an accountant or a packer with a role and module access, such as Reports and Cash as view only.
Work in One Place: The team plans in Projects, writes SOPs in Docs and talks in Team chat, linked to the records they are about.
Brain Alerts in Chat: Your Brain posts what matters into the right channel, linked to the order or SKU.
The Weekly Meeting: Live Work Tiles show real numbers, and the recap turns decisions into cards with owners.
Check the Log: Owners and admins can see who did what, search it and export it to CSV.

Good to Know

Which modules a plan includes is set by the plan. See the pricing page for what each plan covers.

Questions

Can a VA manage listings without seeing costs or billing?: Yes. Set Listings to Edit and Reports, Cash and Plans and Billing to None for that person, or build a custom role for every VA.
Can outside people join, like a supplier or a 3PL?: Yes. Guests see only the Workspace items they are added to, such as a shared doc or a chat channel.
Do I still need separate project, docs and chat apps?: Many teams use the Workspace instead: projects with board, list, calendar and timeline views, docs with versions, team chat and meetings, all linked to live business records.
Is every change recorded?: Sign ins, access changes, store connections, API keys, plan and Brain settings and everyday work are recorded with the before and after, and kept for 400 days.