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Getting startedFirst workspace

First workspace

Your personal account is created with you. Team workspaces are shared spaces for studios and agencies.

What to configure first

  • Workspace name and branding — so clients and teammates recognise the space
  • Timezone and working hours — for planner and reminders
  • Modules you actually use — pipeline, invoicing, activity, email assistant, and so on

You can change these later in workspace settings. See Workspace for personal vs team account behaviour.

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