Find a record
Search across your Helm workspace without leaving the page.
Search your workspace
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Notifications
Compliance, task and record updates that need your attention.
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New Helm notifications will appear here when they need attention.
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Team members
Invite people to your Helm workspace and control what they can access.
Active members are shown in the visible seat count. Pending invitations are still considered when checking whether another invitation can be sent.
Invite team member
Invite someone to access this Helm workspace.
Edit team member
Remove team member?
Kelly Smith will immediately lose access to Adam Moore Workspace. Their previous activity and audit history will remain visible.
Suspend team member?
Kelly Smith will be unable to access this workspace until their membership is restored. Existing audit history will remain unchanged.
Revoke invitation?
The invitation for kelly@example.com will stop working immediately.
Seat limit reached
Your workspace has used all 5 available team seats. Upgrade your plan or remove an existing team member before sending another invitation.
Workspace members
The owner remains pinned at the top. Other active members are ordered alphabetically.
Build your team
Invite colleagues to help manage records, compliance and day-to-day operations in this workspace.
Pending invitations
Invitations stay separate because they have different actions and do not yet have active access.