Set up your workspace

A new workspace needs three things before your team joins: its name and logo, the modules your business uses, and the people who work in it. All three live in Settings.

Before you start

• You need to be an owner or admin. General and the invite controls don't show for members.

Open Settings

1. Click the workspace name at the top of the sidebar.
2. Click Settings.

Settings has its own sidebar. Personal holds settings that are only yours, like Profile and Notifications. Workspace holds settings that apply to everyone.

Add your name and logo

1. In Settings, click General.
2. Click Upload logo and pick an image. PNG, JPEG, GIF and WebP work, up to 1 MB.
3. Click Workspace name and type your company's name.
4. Press Enter, or click outside the field. The name saves and shows at the top of the sidebar for everyone.

The logo shows in the sidebar and on the invitations you send. To swap it later, click Change logo.

Turn on the modules you need

1. In Settings, click Data model.
2. Under Modules, use the switch in the Availability column for each module you use, such as Revenue, Support or Team.

The Covers column lists the boards each module adds. See Turn modules on and off.

Invite your team

1. In Settings, click Members.
2. Click Invite members.
3. Type one or more email addresses, separated by commas.
4. Pick a role and click Invite.

See Invite your team for roles, seats and pending invitations.

Related

• Find your way around
• Turn modules on and off
• Invite your team
• Go-live checklist