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Create workspace
Docs/Getting started

Getting started

Create your first workspace

Create or join a workspace so members, projects, the stakeholder directory, templates, reminder defaults, communication templates, and reporting all sit inside one scoped operating context.

5 min readvisitorcoordinator

Step by step

  1. 1

    Sign up or accept an invite

    Visit /signup to create an account with email + password, magic link, or a passkey. If you have an invite email, open it first so the new account is wired to the existing workspace.

  2. 2

    Complete the workspace bootstrap

    If you are the first user, the Welcome flow asks for a workspace name and creates the workspace and your admin membership in one step.

  3. 3

    Confirm the workspace is active

    After signing in, you land on the dashboard inside the new workspace. The workspace switcher in the top navigation shows the active workspace and any others you belong to.

  4. 4

    Apply baseline configuration

    From Settings → Configuration, set the workspace timezone, reminder cadences, default project expiration, and MFA policy. From Settings → Members, invite the rest of the team with the right role.

Guide details

What lives inside a workspace

A workspace is the scoping boundary for almost everything you will do in the app. Records created in one workspace are not visible from another.

  • Members and their roles (Workspace admin, Anchor, Staff).
  • Projects, slots, votes, prerequisites, invitations, messages, and audit logs.
  • The reusable stakeholder directory.
  • Templates, tags, groups, and communication templates.
  • Reminder cadences, default project expiration, and MFA enforcement policy.

Defaults you can tune later

A workspace has a few admin-owned defaults that are worth understanding early. They are all editable from Settings → Configuration after setup.

  • Workspace name and slug (the slug becomes part of internal references).
  • Workspace timezone (used as a fallback when a project does not declare its own).
  • Invitation reminder cadence in hours (default 48).
  • Prerequisite review reminder cadence in hours (default 24).
  • Default project expiration in days (default 14).
  • MFA required roles - list of roles that must enable TOTP before reaching protected pages.

Name the workspace for the team, not one project

Pick a name that reflects the operating team or unit, not a single project. Examples: "Acme Onboarding" rather than "Q3 launch". One workspace per team usually beats one workspace per project.

FAQ

What happens if I do not belong to a workspace yet?

If you sign up without an invite, the Welcome flow walks you through naming and creating your first workspace before you land in the app.

Can I join an existing workspace instead?

Yes. Open the invite email and accept the link before you create a fresh workspace, otherwise you will end up in a separate, unrelated workspace.

Can I change the workspace setup later?

Workspace admins can rename the workspace, change the slug, set the workspace timezone, choose which roles must use MFA, and tune reminder cadences and default project expiration from Configuration.

What roles can members have?

There are three roles: WORKSPACE_ADMIN (full configuration and member management), ANCHOR (run projects and manage stakeholders), and STAFF (operational access). The first member of a new workspace is created as an admin.