Administration

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Interactive demoFictional records and example amounts. Each client receives a custom quote. Changes last for this session.Open live portal
Aurenza · sample workspace

Workspace access

Assign or revoke access to the selected workspace.

Sales team access

Account executive sign-up

Lead assignments

Choose the rep who can work this lead and its sales records. Transfer or remove the assignment here or from the lead profile.

Lead assignments are managed in the live portal.

Workspace members

Grant access to the member’s work email, then issue a setup code and share it privately. Existing accounts receive a password reset code instead. Each member uses their own password and authenticator.