{"type":"video","version":"1.0","html":"<iframe src=\"https://www.loom.com/embed/9f0a03e567a14b5ebf5f93d245d72741\" frameborder=\"0\" width=\"1672\" height=\"1254\" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>","height":1254,"width":1672,"provider_name":"Loom","provider_url":"https://www.loom.com","thumbnail_height":1254,"thumbnail_width":1672,"thumbnail_url":"https://cdn.loom.com/sessions/thumbnails/9f0a03e567a14b5ebf5f93d245d72741-af6cfe81cbb4c33e.gif","duration":606.43,"title":"Planning Your Current Client Rollout: Workspace Setup and Team Permissions","description":"In this video, I discuss an important decision for admins when rolling out Current Client to your firm, specifically regarding the setup of workspaces, phone numbers, and team member permissions. There are two main paths: using a single workspace for collaboration or creating multiple workspaces for more boundaries around access. I explain how to manage team member permissions for viewing and performing activities within inboxes, as well as how to set up call routing effectively. I encourage you to think about how your team members need to work together and whether a collaborative approach or individual workspaces would be more beneficial. Please consider these options as you plan your rollout to ensure a smooth experience for everyone involved."}