Set up your workspace
Complete these steps to get your workspace ready for your team.
Setup Steps
Follow these steps to configure your workspace.
Set up the foundational settings for your workspace including name, timezone, and default preferences.
Invite your team members by email. You can assign roles and permissions during or after the invitation process.
Create teams to organize your users. Teams help manage permissions and collaboration across your workspace.
Customize email templates for invitations, notifications, and system messages. Configure notification preferences for your workspace.
Review and configure security settings including password policies, session management, and access controls.
Explore the available applications in your workspace including Calendar, Kanban, Chat, and more.
Adding users is essential to get your team onboarded. You can invite users individually or in bulk, and assign them appropriate roles.
What you'll do:
- Add user email addresses
- Assign roles (Admin, Member, Viewer)
- Send invitation emails
- Track invitation status
Tip: Start with a small group of key users to test your setup before inviting everyone.
Common actions to get you started quickly
These shortcuts open dialogs without leaving this page
System requirements for optimal performance
Complete setup steps to enable all features
Helpful guidance for your setup
Quick Tips
- 1Complete the setup wizard to unlock all features
- 2Invite at least one other admin for backup access
- 3Configure email templates before inviting users