Setup

A workspace is empty until you give it a name, a team, a logo, and a way to mirror customers from your CRM. The pages below cover that arc in the order an admin works through them on day one. If you’re handing setup to a teammate, send them this index and skip ahead to the page they own.

The order to do things in

1. Create your workspace. name, time zone, owner. Two minutes.
2. Invite your team. bulk-paste emails, pick a role per row.
3. Roles and permissions. understand Owner, Admin, Member before you start assigning.
4. Branding and logos. light/dark logos, brand color, favicon. Shows up in portal and email.
5. Portal settings. pick the slug and which sections customers see.
6. Connect your CRM. HubSpot, Salesforce, or Stripe. One source of truth.
7. Plans and seats. pick Solo, Team, or Pro and confirm seat math.
8. Payment method. add a card. Stripe handles it.
9. Invoice access. point invoices at finance, set up VAT/PO numbers.

The first six are admin work. The last three are billing. You can do billing first if procurement needs an invoice before you import customers.

What to do next

Once setup is done, head to Add a customer for your first record, or Open the Workbench for the daily-use dashboard.