---
title: "Setting up your workspace"
slug: account/onboarding
url: https://projectri.com/docs/account/onboarding
section: account
audience: everyone
app_route: "/onboarding"
mobile: false
updated: 2026-09-08
source: Projectri documentation
---

# Setting up your workspace

The five-step setup a new workspace runs once — name and URL, country and currency, your role, and a starting template.

![Setting up your workspace](https://projectri.com/docs-shots/account-onboarding.png)

## 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](/docs/account/sign-in) — creating the account that gets you here.
- [Your first week](/docs/start/quickstart) — what to do once the workspace exists.
- [Workspace settings](/docs/admin/settings) — changing locale, working days and branding later.
- [Company](/docs/admin/company) — the workspace's own record.

## Related

- [Signing in](https://projectri.com/docs/account/sign-in.md): Every way into Projectri — password, emailed code, Google, single sign-on and linking from a device you already trust — and what each refusal means.
- [Your first week](https://projectri.com/docs/start/quickstart.md): The ten things worth doing in your first few days, in the order they matter.
- [Settings](https://projectri.com/docs/admin/settings.md): Branding, region, locale, the working week and storage policy — the tenant preferences that every other screen in Projectri reads.
- [Company](https://projectri.com/docs/admin/company.md): The workspace name, its mark and its URL slug, with the live subscription underneath — plan, cost, renewal and how much of it is in use.