Review workspace users
Begin with the relevant records and activity in this workspace.
The right workspace for every teammate.
Organize user access and responsibilities around the way your team works.
Users & roles
A clearer way to work.
Organize user access and responsibilities around the way your team works. This part of Aorta keeps the relevant information accessible as your team moves through the wider workflow.
Manage role assignments
Review the details before deciding what to do next.
Match responsibilities to the right people
Keep the next action connected to the rest of your team’s work.
Part of a connected platform.
Users & roles sits alongside Aorta’s sales, communication and delivery tools. Explore related workspaces below to see how the wider platform fits together.
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The next piece of your workflow.
Platform & insights
Reports & insights
Bring operational reporting together so decisions stay connected to what your team is doing.
Explore feature Platform & insightsWorkspace search
Find records across the workspace without retracing every navigation path.
Explore feature Platform & insightsWorkspace settings
Bring the configuration behind your daily operations into a dedicated settings area.
Explore feature