Set Up Your Organizations and Workspaces

Configure your organizations and workspaces to collaborate effectively.

Overview

Learn how to create and manage organizations and workspaces to suit your team's needs.

Steps

1. Navigate to the organization settings
   Go to the sidebar menu and click on Organization Settings under your profile.

2. Create a new organization
   Click Create Organization, enter a name, and choose your preferred workspace structure.

3. Set up workspaces within the organization
   Under the created organization, click Add Workspace. You can create separate workspaces for departments, clients, or projects.

4. Invite team members to collaborate
   Within each dashboard, go to the Organizations -> Team tab and send invites by email. Assign roles and permissions as needed.

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