Initial Setup
When you first create your workspace, there are several key settings to configure.Workspace Name and Logo
- Go to Settings → General
- Update your workspace name
- Upload your company logo
- Save your changes
Time Zone and Date Format
- Go to Settings → Experience
- Select your time zone
- Choose your preferred date format
- Save your changes
Essential Configurations
Connect Email and Calendar
Set up email and calendar sync:- Go to Settings → Accounts
- Click Add account
- Connect your Google or Microsoft account
- Configure sync settings
Invite Your Team
Add team members to your workspace:- Go to Settings → Members
- Click + Invite
- Enter email addresses
- Assign appropriate roles
Before inviting your team, check the default role under Settings → Roles. New members are automatically assigned this role when they join.
Workspace Settings Checklist
- Workspace name and logo configured
- Time zone and date format set
- Email and calendar connected
- Team members invited
- Roles and permissions configured