Setting up your workspace

What it is#

Onboarding runs once, immediately after a new account's email is verified. It names the workspace, decides where it operates, records what you do, and picks a starting template. Two of the five answers are difficult to change afterwards, which is why the wizard exists rather than a settings page.

How to get there#

You are sent to /onboarding automatically after verifying your email at sign-up. Signing in without a session sends you to /login instead; a signed-in account with no handle or no workspace is redirected back here.

Your workspace already exists by the time you arrive — creating the account created it, named <First name>'s Workspace, with you as its Admin on the Free plan. Onboarding edits it rather than making it.

How to use it#

Step 1 — Name the workspace and pick its URL#

1. Type the workspace name. The URL underneath follows it automatically until you edit the URL by hand, after which it stops tracking.
2. The line under the field says Checking availability…, then Available or the reason it cannot be used.
3. Press Continue. The server re-validates and can still reject what the field accepted; whatever it settles on is the URL you get.

Step 2 — Where do you operate#

1. Pick a country. The list is grouped by region, and the search box matches the region name as well as the country — typing "Gulf" narrows to it.
2. The reporting currency is filled in from the country and can be overridden; a UK firm reporting in USD is ordinary. Once you change it by hand it stops following the country.
3. The panel underneath shows the three values the country also decides: timezone, date format and working week.
4. Press Continue.

Step 3 — Tell us about yourself#

1. Enter a job title.
2. Pick one of Engineering, Design, Marketing, Operations or Other.
3. Press Continue. A failure here is not surfaced — this step is a preference, not a commitment.

Step 4 — Choose a template#

Pick one of five starting points and press Use this template. Each tile shows its name, a description and a sample of the tasks it would create.

Step 5 — Done#

You are taken to your workspace after a moment, or immediately with Go to workspace.

Skip setup is in the footer of every step and takes you straight to the workspace.

What it affects#

• The workspace URL becomes the first segment of every link anyone shares. It can only be changed while you are still the only member; once a teammate joins, the change is refused, because there is no redirect from the old address.
• The country provisions the working week, and the finance engine divides by it. A Gulf workspace left on Monday to Friday has every utilisation and capacity figure in the tenant wrong by a day a week. It also sets the timezone and the date format used across the product.
• The reporting currency is what every financial total is expressed in. It is effectively permanent once any money has been recorded, so a rejected save on step 2 stops the wizard rather than being swallowed.
• The job title appears on your profile and in the member directory.
• Country, currency, timezone and working week are all editable afterwards in the admin console; the URL, in practice, is not.

On mobile#

This screen is web only. New workspaces are created in a browser; the phone app signs in to one that already exists.

Limits and gotchas#

• The template choice is stored in this browser, not on the server. It decides what the workspace looks like on the way in; opening the workspace in a different browser does not carry it across.
• The country pre-selected on step 2 is guessed from where the request came from, which a VPN makes confidently wrong. It is a default and nothing more — check it.
• Skipping setup leaves the workspace named <First name>'s Workspace on a URL derived from your first name, with the locale that was guessed at sign-up. All of it is fixable in the admin console except the URL.
• The reporting currency shown on step 2 only applies if you press Continue on that step. Skipping past it keeps whatever was provisioned at sign-up.

Related#

• Signing in — creating the account that gets you here.
• Your first week — what to do once the workspace exists.
• Workspace settings — changing locale, working days and branding later.
• Company — the workspace's own record.