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Team and clients

  • Contacts and organizations: how they work togetherHow contacts and organizations connect, how each one is created, and what happens when you delete them.
  • Organizations: group contacts by companyAn organization groups the contacts of one company or client so you can manage them together.
  • Storage limit: set how much a contact can upload from their portalSet the upload storage limit for each contact in the client portal, and see how the limit is counted.
  • Team foldersEach team in a workspace gets its own folder, its own members and an optional storage budget.
  • Teams, roles and sharing files with your teamThe four roles, what each one can do, how to invite people, and when to share a file or use a Team folder.
  • What is a contact in Tarkle?A contact is a saved record of a person you send files to or add by hand, so you can find them later.

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