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# 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](/product/setup/create-your-workspace). name, time zone, owner. Two minutes.
2. [Invite your team](/product/setup/invite-your-team). bulk-paste emails, pick a role per row.
3. [Roles and permissions](/product/setup/roles-and-permissions). understand Owner, Admin, Member before you start assigning.
4. [Branding and logos](/product/setup/branding-and-logos). light/dark logos, brand color, favicon. Shows up in portal and email.
5. [Portal settings](/product/setup/portal-settings). pick the slug and which sections customers see.
6. [Connect your CRM](/product/setup/connect-your-crm). HubSpot, Salesforce, or Stripe. One source of truth.
7. [Plans and seats](/product/setup/plans-and-seats). pick Solo, Team, or Pro and confirm seat math.
8. [Payment method](/product/setup/payment-method). add a card. Stripe handles it.
9. [Invoice access](/product/setup/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](/product/customers/add-a-customer) for your first record, or [Open the Workbench](/product/workbench/open-the-workbench) for the daily-use dashboard.

Email **[help@pivotal.app](mailto:help@pivotal.app)** with a screenshot of where you got stuck and the customer or onboarding id from the URL.