The "My Messages" tab is a centralized hub for managing, tracking, and organizing conversations across multiple messaging channels.

My Messages Overview

The "My Calendars" tab is a centralized tool for managing appointments, tracking schedules, filtering events, and customizing settings.

My Calendars Overview

The "Calls & Pipelines" tab helps track contact opportunities, manage sales pipelines, analyze call and lead attributioN.

Calls & Pipelines Overview

The "Contacts & Emails" tab is a central hub for managing contacts, organizing email campaigns, and creating message templates.

Contacts & Emails Overview

The "Funnels & Websites" tab is a comprehensive tool for managing funnels, websites, media, e-commerce stores, domains, analytics, and more!

Funnels & Websites Overview

The "Automations & A.I." tab is a powerful section that connects and streamlines system processes, allowing users to manage automations!

Automations & A.I. Overview

The "Forms & Surveys" tab is essential for creating and managing single-page forms and multi-page surveys!

Forms & Surveys Overview

The "Courses & Community" tab is a comprehensive area for creating and managing courses, community groups, certificates, and client portals!

Courses & Community Overview

The "Content Calendar" tab allows you to plan, post, and analyze your social media content, providing insights through integrated statistics

Content Calendar Overview

The "Payments & Contracts" tab is where you manage your products, contracts, transactions, affiliate programs, and more within OS.

Payments & Contracts Overview

The "Ads & SEO" tab allows you to manage SEO listings, social media ads, and online reputation.

Ads & SEO Overview

The "Settings" tab allows you to manage business and user profiles, integrations, phone numbers, email services, and other custom settings.

Settings Overview

The "Team" tab helps manage internal communications, tasks, projects, SOPs, reports, and analytics to streamline team operations.

Team & Reports Overview

The "Resources" tab provides access to training materials, the OS Academy community, the Partner Portal, and helpful trainings!

Resources Overview

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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