Workspace Management

Everything you need to know about managing a workspace, its subscription and billing information, and its members.

Add A Team Member To Your Workspace

Punchlist makes it easy to add individuals to your team to get your Workspace up and going

What’s The Difference Between A Manager, Team Member, And Collaborator?

There are three different user roles in the Punchlist app, each with unique permissions

Rename your Punchlist Workspace

Renaming or customizing your Punchlist workspace name to better suit your team or organization is an important step to create brand continuity

Add Our Figma Integration to Your Punchlist Workspace

Figma is a stellar tool for collaborating on designs for advertising materials, wireframes, websites, and print collateral. While the tool does offer commenting

How To Remove Team Members From Your Workspace

If you hold an Owner or Manager role, you can easily remove workspace members from your Punchlist team

Transfer Account Ownership to Another Member of Your Workspace

Organizational roles may change at any time and we have ensured that your account management abilities are flexible

Changing Workspace Members' Roles

Organizational roles may change and Punchlist offers a quick and flexible solution to changing workspace members roles within the platform

How to Navigate Punchlist as a Guest

Get an in-depth look at Punchlist’s new guest login experience and user-friendly dashboard.