Invite the right people
Administrators can create private, expiring invitations for a colleague’s email address and revoke an invitation before it is used.
A SHARED WORKSPACE. CLEAR RESPONSIBILITY.
Team and controls
Bring the team into the work with deliberate access and visible controls.
Today
Your agency, togetherMONDAY, 7 SEPTEMBER
A clear place to start.
Needs your attention3 next steps
Interactive example · Select a record to explore. Changes stay in this page.
Connected to the work around it.
A shared agency workspace needs clear boundaries as well as shared context. Proply separates everyday case access from administration, approvals and finance, with a place to review the agency setup and the evidence behind its operational readiness.
Explore it with your teamThe details that make a difference.
Access that follows the role
Members work with assigned cases. Workspace owners and administrators retain approval, financial and administrative authority.
A visible operating position
Review agency setup, pilot checks and supporting evidence. Keep recorded evidence separate from permission to activate live operations.
FROM FIRST STEP TO NEXT STEP
How it fits into the day.
- 01
Set the agency context
Create the workspace and record the agency details needed for the market you operate in.
- 02
Bring in the team
Share a private invitation with the intended colleague and assign the cases they will work on.
- 03
Review readiness together
Check what is configured, what evidence has been reviewed and which operational controls remain paused.
Where this is today.
Team invitations, role checks and the readiness evidence register are implemented. Ireland remains in synthetic pilot review; recording evidence does not activate live operations or certify regulatory compliance.
Our Ireland pilot approachKeep exploring.
START WITH YOUR WORKFLOW
Let’s see where Proply fits.
A practical walkthrough, built around your agency’s day.