Getting Started: Setting Up Your First Workspace

Welcome to Your New Workspace

Getting started is straightforward. In this guide, we'll walk you through the essential steps to set up your workspace and get your team collaborating in minutes.

Step 1: Create Your Workspace

After signing up, you'll be prompted to create your first workspace. Choose a name that reflects your team or project. Don't worry — you can always change it later from the workspace settings.

Step 2: Invite Your Team

Navigate to the Members page from the sidebar. Click "Invite Member" and enter their email addresses. They'll receive an invitation link to join your workspace.

You can assign roles during or after the invitation:

• Admin — Full access to settings, billing, and member management
• Member — Standard access to all workspace features

Step 3: Configure Your Settings

Head to Settings to customize your workspace. Key settings to review:

• Timezone — Ensures all timestamps display correctly for your team
• Notifications — Control which events trigger email notifications
• Integrations — Connect your existing tools and workflows

What's Next?

Once your workspace is set up, explore the dashboard to see an overview of your team's activity. Check out our other tutorials for tips on getting the most out of the platform.