Gather

How do I add organizations or companies to my contacts in Gather?

Contacts: How to add organizations

Add tags to the organizations in your Contacts (suppliers/manufacturers, contractors, clients, etc.) so you can filter and find what you need at a glance.

Organize and filter Your Contacts with Tags

Learn how to add a person to your contacts list.

Contacts: Adding People

How do I add people to my contacts in Gather?

Contacts: Adding People to an Organization

How to set a default discount and markup from within an item in your contact list.

Setting a Default Designer Discount and Markup within a Contact Record

Scottie Elliott

Organize suppliers, people and contact details.

Contacts & suppliers

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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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