Set up your workspace

Complete the four setup steps so exports, banks, and numbering are ready.

A workspace is the company space where your team works. Settings that belong to the legal company live on the organization record.

Only the owner sees workspace setup. It appears once, right after you confirm your email (or after you create another workspace). There is no sidebar until you finish. Teammates you invite later go straight to the dashboard.

The four steps

  1. Regional defaults — timezone, date format, and accounting base currency.
  2. Company details — display name, English legal name, email, and address (required for invoice export). Tax ID, phone, website, and local legal name are optional.
  3. Logo and document numbering — logo is optional. Document prefixes fill from your company name. You can edit them.
  4. Bank accounts — add at least one real bank (not Cash on Hand). Then select Finish setup.

The coloured panel on the right (wide screens) is a short lesson. It changes with each step. It does not block setup.

  1. Regional defaults — a flow of modules: Companies & Contacts, Opportunities, and Products & Inventory feed quotation → invoice → project, then Books, Accounting, and bank accounts for the money.
  2. Company details — companies, contacts, products, and opportunities in one workspace.
  3. Logo and document numbering — a sample invoice in the same layout as PDF and Excel export. Your company name, address, logo, and invoice prefix appear on it. The buyer, lines, and bank block are an example.
  4. Bank accounts — an example chat with an AI agent. The agent reads a public company page, then shows a CRM preview. Nothing is saved until you confirm in the real chat.

Tip

Finish setup before you send the first invoice. Invoice export needs the legal name, address, company email, and a bank account.

After setup

You can change the same fields any time under Settings:

Defaults apply to new quotations and projects. They do not rewrite records you already saved.

Create another workspace

Use the account menu (your avatar) → Create organization. That new workspace runs setup again for the owner only. See Workspaces and roles.

Next

Read Typical deal path before you create live data. Or open Plans if you need Lite and Pro limits.