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Global search
Find a record
Search across your Helm workspace without leaving the page.
Search your workspace
Enter at least two characters. You can search names, registrations, emails and references.
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Workspace alerts
Notifications
Compliance, task and record updates that need your attention.
You’re all caught up
New Helm notifications will appear here when they need attention.
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Team & workspace
Manage your people, workspace settings, billing and security.
Workspace
Manage workspace access and seats.
Members—
Pending—
Seats used
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Seat capacity
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Pending invitations count towards your available seats.
Workspace owner
The workspace owner has full access to workspace settings and team management.
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Workspace owner
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Owner
Active
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Owner
Team members
People with access to this workspace.
No additional team members
Invite someone to help manage your workspace.
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Member name
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Transport Manager
Active
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Pending invitations
Invitations that have been sent but not yet accepted.
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Recipient email
Invited by Workspace member · Expiry not loaded
Admin
Invited
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Workspace details
A shared home for your people, records and operational settings.
Manage your workspace
Keep access, compliance and notifications in one place.
Workspace billing
Review your subscription, billing details and invoices.
Billing information is not connected yet. No payment or subscription changes can be made here.
Current subscription
Your plan and allowance come from the billing service.
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- Next billing date
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- Included seats
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- Allocated seats
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Pending invitations also reserve seats. Any plan change must be confirmed in your secure billing portal.
Billing details
Payment methods are managed in the secure billing portal.
- Billing contact
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- Billing email
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- Billing address
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- Tax reference
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- Payment method
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Helm should only display the payment provider’s masked card details, never a full card number.
Invoices
View and download invoices for this workspace.
InvoiceDateAmountStatusDocument
Invoice history is unavailable
Invoices will appear once billing has been connected.
No invoices yet
Issued invoices will appear here.
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Workspace security
Review access controls and keep changes accountable.
Access management
Give people the access they need for their role.
Members and invitations
Review roles, suspend access and revoke unused invitations.
Change history
Audit logReview recorded actions, who made them and when they happened.
Your account
Manage your personal profile and account settings.
Your active sessions
Review where your account is signed in. Session controls require authentication-service support.
DeviceLocation unavailable
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Session information is unavailable
No session data has been loaded. This does not mean there are no active sessions.
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No sessions returned
The authentication service did not return any active sessions.
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Invite member
Invite someone to join this workspace and choose the role they’ll receive.
Edit member
Update this member’s role or access status.
Remove member?
This member will lose access to the workspace and their seat will become available.
Historical activity and audit records will remain associated with them.
Suspend member access?
This member will immediately lose access to the workspace until they are reactivated.
Their membership and audit history will be retained.
Revoke invitation?
The invitation for this recipient will no longer be usable and the reserved seat will become available.
Your workspace has reached its seat limit
— seats are currently allocated.
Active members and pending invitations count towards your seat allowance.
Invitation link copied