SOFTWARE
Benchmark Workspace
One starting point for your assigned applications and business context.
STAFF ACCESS
Benchmark Workspace
Feature: One starting point for the team's connected tools.
Description: The staff entry point for assigned business applications. Start from Workspace Home or your personal opening page, ask Sidekick for the next step, and switch to CRM, Re/Engage or Quick Quote with the permitted company and customer context. Company licensing, app assignments and staff permissions determine what is available.
RLS - Row-Level Security
RLS means Row-Level Security: CRM database rules restrict individual records by company, authorized location and staff role. Salespeople access assigned work; managers and administrators receive the broader access their roles allow. These rules apply to record access, alongside application permissions. Other connected applications retain their own access controls.
Benefit: Spend less time finding tools, keep the correct company and showroom context, and protect customer information while giving each team member the access needed for their work.
Example: A salesperson starts with an assigned showroom, opens a customer in CRM, prepares an estimate in Quick Quote and returns to Re/Engage tasks. Access follows the permissions of each application.
Applications and connections require the appropriate subscriptions, staff approval and setup. Workspace access does not activate outbound email, payments or website publishing; permission, suppression and capacity controls remain enforced.
Make it work for your business.
We confirm the scope, access and setup with you before activation.