Workspace and team
Everything about the team lives under Configurações (settings), at the end of the sidebar. Each item only shows up for people allowed to see it.
Members
Section titled “Members”Configurações → Membros lists everyone in the workspace and their role. That is where you change someone’s role (Editar) or remove them from the workspace (Remover).
Invitations
Section titled “Invitations”Configurações → Convites invites new people in two ways:
- By email — Valinor sends the invitation to the address you type.
- By link — you generate a link and share it however you like.
The list shows pending invitations and when each one expires (Expira em). The invitee signs in with Google, Apple or an email sign-in link and accepts (see Get started).
A role defines what a person can see and do in each module: read contacts, edit deals, issue invoices and so on. Every workspace starts with two roles:
- Admin — full access to the workspace.
- Member — everyday access.
In Configurações → Roles you create your own roles, choosing permission by permission.
Groups
Section titled “Groups”Configurações → Grupos gathers members into teams — support, sales, front desk. Groups are used, for example, to route conversations in Omnichannel and in flows.
Other settings
Section titled “Other settings”- Storage — how much storage the workspace uses for files and attachments.
- Conexões de IA (AI connections) — the AI assistants, such as Claude, that someone on the team authorized to read workspace data, each of which can be revoked.
- Notificações (notifications) — how and when you want to be notified.
Workspace modules
Section titled “Workspace modules”The CRM and Automation are part of every workspace. The other modules — Omnichannel, Hospitality and Finance — are turned on by the Valinor team according to the subscribed plan. A disabled module disappears from everyone’s menu.