Set up your workspace

Quick answer

Go to Administration → Workspace settings to name your workspace, set your timezone and enable the modules your team needs.

A few minutes of setup makes everything else easier. Start with your organisation details, then turn on the modules you’ll use.

Open Workspace settings

From the user bar, choose Administration, then Workspace settings.
Add organisation details

Enter your organisation name, address and timezone.
Enable modules

Turn on Workspace, Connect, Services, Marketing, Workflow or Insights as needed.
Invite your team

Go to Users & Access to invite members and assign roles.

I can’t see Workspace settings

Ask an owner to grant you the admin role in Users & Access.