Setting up your workspace

SR

Steven Reinartz

Updated on July 28, 2025

Personalizing your workspace helps your team feel at home. Here’s how to set it up:

  1. After creating your account, you will land on the 'Set up your workspace' page.
  2. Company Name: Enter your official company name. This will be displayed throughout the app.
  3. Brand Color: Choose a primary color that matches your brand. This color will be used for buttons, links, and other key UI elements to create a consistent look.
  4. Click "Create Workspace". We'll automatically add some sample data to help you get started.

You can change these settings at any time by navigating to Settings > Company Settings > General.

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