Understanding when to use Workspaces vs Teams depends on your brokerage's operating model. This guide covers setup recommendations for centralized, cradle-to-grave, and agent-based brokerages.

Core Concepts

Teams = Groups of People

Teams organize users. Think of a team as a roster of people who work together.

• Use for coverage areas within an office (Mexico team, Canada team)
• Use for different roles (account managers, ops teams, carrier reps)
• Teams get assigned to workspaces
• Teams can be assigned as the "coverage team" on individual postings
• Notifications can be tailored to everyone on the team, or just the individual user & their manager.

Workspaces = Groups of Freight

Workspaces organize freight. Think of workspaces like folders for your freight.

• Use for different offices or branches
• Use for agent groups or major business units
• Each piece of freight belongs to exactly one workspace
• Workspaces can be private (only members see that freight)
• Users must be assigned to a workspace (directly or via team) to see its freight

"If freight are like files on your computer, Workspaces are the folders that contain those files."

Setup by Operating Model