Everything in Pro's team workspace is shared by default. When any team member creates a timeline, adds a client, or logs a vendor, it's visible to the entire team.

Shared data

All team members see the same:

• Timelines — every timeline created by any member
• Clients — shared client list with all associated timelines
• Vendors — shared vendor repository with ratings, attachments, and event history
• To-do lists — all tasks visible to the team
• Templates — saved templates available to everyone

Who can do what

Roles control what actions are available. Viewers can browse and export but can't change anything. Editors can create and modify but can't delete. Admins and the owner have full control. See Inviting & Managing Members for the full breakdown.

Concurrent editing

If two team members edit the same timeline at the same time, the last save wins. A good practice: assign clients to specific team members and let each person own their client's timelines.

Next: branded exports for your team.