Account, workspace, team and subscription: the complete guide
Everything about your personal account, your workspace, your team and its permissions, notifications, Audit Logs, the subscription and business hours, on one page that leads you to the right guide.
How it works
Running Corteksa has four layers: your account, the workspace, which is your company, the team and its permissions, and the subscription that keeps the workspace running.
Your personal account
What you want
Guide
Create an account and sign in
Sign in with Google or Apple
You forgot your password or want to change it
Your signed-in devices and signing out remotely
Change your sign-in email
Your name, photo, language and the Hijri calendar
Appearance and home shortcuts
The workspace
What you want
Guide
Switch between workspaces
The first setup wizard
Transfer ownership to someone else
Delete the workspace
The workspace’s start of the week and time zone
Business hours and holidays
Link business hours to call replies
The team and permissions
What you want
Guide
Invite a teammate by email
Add a member directly with a password
Edit or deactivate a member
The owner, super admins and members
An employee’s working hours and capacity
How permissions work (the full matrix)
The two default roles
Create a role
Unit permissions
Channel permissions
Email permissions
Feature switches
Delete a role, and the safety rules
See a member’s actual permissions
Teams and the “Team-wide access” level
Notifications and auditing
What you want
Guide
When you get a notification
The notification center and its tabs
Who changed what, and when
Subscription and billing
What you want
Guide
An overview of the subscription
The free trial
Plans and their limits
Upgrading, downgrading and members
Add or change a card
Installments with Tabby and Tamara
Add-ons and credit packs
Usage and invoices
Read-only mode
Cancel the subscription
References
Every number and limit is in Every limit for your account, workspace and subscription, and every error message and its fix is in Fix account, team, permission and subscription problems.
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