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Documentation Index

Fetch the complete documentation index at: https://docs.twenty.com/llms.txt

Use this file to discover all available pages before exploring further.

Initial Setup

When you first create your workspace, there are several key settings to configure.
  1. Go to Settings → General
  2. Update your workspace name
  3. Upload your company logo
  4. Save your changes

Time Zone and Date Format

  1. Go to Settings → Experience
  2. Select your time zone
  3. Choose your preferred date format
  4. Save your changes

Essential Configurations

Connect Email and Calendar

Set up email and calendar sync:
  1. Go to Settings → Accounts
  2. Click Add account
  3. Connect your Google or Microsoft account
  4. Configure sync settings
Complete email & calendar setup guide

Invite Your Team

Add team members to your workspace:
  1. Go to Settings → Members
  2. Click + Invite
  3. Enter email addresses
  4. 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

Next Steps