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First steps

Create your account and workspace, invite teammates and find your settings.

1. Create your account

   Choose Start free trial on this site. On Create your account, enter your Work email and choose Continue. Open the signup link in your email. In Finish creating your account, fill in Your name, Password and Confirm password, then choose Create account.

   Good to know: The trial lasts 14 days and does not require a credit card. Organization subscription details live in Settings → Your company → Subscription & billing.

2. Create the first workspace

   In Set up your team, fill in Organization name and Workspace name, choose a Team type, then choose Create organization. The selected modules and standard defaults are saved together. You can change them later in Settings.

   Good to know: Find optional starter packs in Settings → This workspace → Name & formats → Starter content. Starter roles are under Your company → Roles & permissions.

3. Invite teammates

   In Invite teammates, enter a teammate’s email, select their Organization role and Workspace role, then choose Send invitation. Invite one person at a time. Choose Continue with saved invitations or Skip invitations to do this later in Settings → Your company → Members & access.

4. Choose access deliberately

   Owner manages the organization and ownership. Admin manages organization settings and members. Billing admin handles subscription billing without workspace data access. Member gets access through assigned workspace roles, such as Manager or Agent. Review Roles & permissions under Organization before widening access.

   Good to know: Organization roles and workspace roles are separate. Only the owner can grant the Admin organization role; ownership is transferred separately.

5. Finish setup

   At Connect a mailbox, choose Open mailbox settings to connect email, or Skip mailbox. At Your workspace is ready, choose Finish setup. Skip setup for now also leaves the organization and workspace saved so you can return to the remaining settings later.

6. Find organization and workspace settings

   Open Settings. Your company contains Members & access, Roles & permissions and Subscription & billing. This workspace contains Team inbox, Client portal and Invoices & quotes. Select the workspace you want to configure before changing its settings.

   Good to know: The settings you can open depend on your role. Sensitive settings and reports can require two-step sign-in; setup points you to Profile → Security.