Workspace and teams

Personal vs team mode Anymelk has two modes: Personal workspace — You are signed in but no team is selected. Use this mode to review invitations , see pending invites on the home page, or register a new team if your agency allows self-service signup. Team mode — A team is active. All data — listings, customers, buyer requests, reminders — belongs to that workspace. The sidebar shows team areas, and the switcher displays the team name. Most day-to-day work happens in team mode . Switch back to personal mode only when managing invitations or creating a workspace. Joining a team There are two common paths: Email invitation A team lead or owner sends an invite to your email address. While in personal workspace: 1. Open Invitations from the sidebar (or follow the link in the email) 2. Review the team name and role offered 3. Accept to join, or decline if the invite was sent in error After accepting, select the team from the team switcher . You immediately get the access attached to your assigned role. Create a new team If your agency allows it, you can create a team from personal workspace. You become the owner with full management access. This path suits agency founders setting up Anymelk for the first time rather than agents joining an existing team. Contact your administrator if you do not see a create option — some agencies disable public registration. The team switcher Open the switcher from the sidebar header. It lists: Personal workspace — neutral mode Each team you belong to, with avatar or initials Selecting an entry reloads navigation and home page data for that context. You cannot search across teams on a single page — always confirm the active name before editing records. If you belong to only one team, the switcher still shows personal workspace for invitation management. Invitations you manage Team leads with invite permission use Organization → Team → Invitations to send and track invites. As a regular member you typically only receive invitations, but it helps to know the flow: Invites stay pending until accepted or expired Seat limits may block new invites — your plan includes a number of member seats Resending or revoking invites is handled by members with invitation management permission Leaving or losing access If you are removed from a team, it disappears from your switcher. Your personal account remains; only that workspace’s data becomes inaccessible. Team owners handle member removal from the Team → Members tab. If you believe you were removed by mistake, contact your team lead outside Anymelk. Multi-team best practices Agents who work with multiple agencies should develop a simple habit: 1. Glance at the switcher label before every create or edit action 2. Use distinct browser profiles or pinned tabs per agency if mix-ups are costly 3. Check notifications — they are scoped to the active team in team mode Personal settings (profile, password, language) apply globally. Team settings (approval rules, categories, branding) apply only within that workspace and require settings permission to change. Getting oriented in a new team After joining: 1. Select the team in the switcher 2. Skim the home page widgets for volume and pending items 3. Run the workspace basics tour from the help menu 4. Ask your lead which areas your role can access — navigation hides unauthorized pages, but knowing expectations saves time You are now ready to work inside a shared workspace with clear boundaries between personal account management and team data.