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How to Create an Advanced/Manual Collection

How include/exclude conditions combine, the tag equals-vs-contains gotcha, and how date rules work.

Collection rules explained: include, exclude and date conditions

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Priya S

David Farrington

Ultimate Collection Manager - User Guide

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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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