Create and Manage Your Workspace

A workspace is your main hub for organizing projects and teams.

Creating a Workspace

1. After signing up, click "Create New Workspace"
2. Enter workspace name (e.g., "Marketing Team", "Product Dev")
3. Click "Create"

Your workspace is now ready!

Inviting Team Members

Via Email Invite

1. Go to Members in the workspace sidebar
2. Click "Invite member"
3. Enter email address
4. Select a role: Worker, Manager, HR manager, Finance manager and Admin
5. Click "Invite member"

The user will receive an email and can join immediately.

User Roles

• Owner: Full access, including billing and deleting the workspace.
• Admin: Everything a manager can do, plus inviting people, changing roles and approving timesheets.
• Manager: Creates and manages projects, teams and project members.
• HR manager: Approves timesheets and manages time tracking settings.
• Finance manager: Manages billing, usage and time tracking settings.
• Worker: Works on assigned tasks and tracks their own time.

Workspace Settings

Branding

• Add workspace logo
• Customize colors
• Update workspace name

Users

• View all members
• Manage user roles
• Remove users

Billing

• View subscription plan
• Update payment method
• Download invoices

Need Help?

Contact support for workspace setup assistance.