Doc Category: Workspace Management

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

How to Navigate Punchlist as a Guest

With the latest update to Punchlist, guest users now have access…
Creating Folders and Subfolders

Organization is key when managing projects. Punchlist offers folders and subfolders…
Changing Workspace Members’ Roles

Organizational roles may change and Punchlist offers a quick and flexible…
Transfer Account Ownership to Another Member of Your Workspace

How to Transfer Account Ownership Organizational roles may change at any…
How To Remove Team Members From Your Workspace

Removing Workspace Members If you hold an Owner or Manager role,…
Add Our Figma Integration to Your Punchlist Workspace

Figma is a stellar tool for collaborating on designs for advertising…
Rename your Punchlist Workspace

Renaming or customizing your Punchlist workspace name to better suit your…
What’s The Difference Between A Manager, Team Member, And Collaborator?

There are three different user roles in the Punchlist app, each…
Add A Team Member To Your Workspace

Punchlist makes it easy to add individuals to your team to…