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A workspace is the container for your team, clients, projects and data. Creating one is the first thing you do, and the person who creates it becomes its Owner.

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When you need a new workspace

Most businesses need exactly one. Create a second only when you have genuinely separate books:
Do not create a workspace per client. You would split your reporting, lose cross-client profitability, and pay for each workspace separately.

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Create it

1

Open the workspace switcher

In the sidebar, then choose Create workspace. If you have just signed up, you are taken through this automatically.
2

Name the workspace

Use your business name – “Northwind Studio”. This is what people see in the switcher and in emails.
3

Note the URL slug

A short name is generated from the workspace name, like northwind-studio. It appears in every URL and does not change afterwards:
4

Set the default currency

The currency budgets, rates, invoices and reports use by default. Individual rates can be recorded in others. See currencies.
5

Set the timezone

This is the workspace’s reference timezone. Each person’s timezone comes from their work schedule, not from here. See dates, times and timezones.
6

Create

You land in the new workspace as its Owner.

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About the slug

The slug is generated from the workspace name, and it is fixed once the workspace is created. Renaming the workspace later does not change it. That is a good thing: every link you share keeps working even if you rebrand. It also means the name you type at creation decides your URL, so type the one you want. If another workspace already holds that slug, a number is added to keep it unique.

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What is set up for you

A new workspace arrives ready to use:
  • You as Owner, with every permission
  • The 15 apps in their default state – most on, with Time Clock and Location rules off
  • The seven standard roles
  • Sensible date and time formats you can change
  • The Free plan
You do not have to configure anything before your team can start tracking.

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What to do next

1

Add a client and a project

Create your first project
2

Set rates

Without a rate, hours have no monetary value. Set a person rate
3

Invite your team

Invite your team
4

Work the checklist

Setup checklist

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Permissions

Anyone with an account can create a workspace, and becomes its Owner. Inside an existing workspace:

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Common questions

As many as you like. You pick between them at sign-in, and switch inside the app. See switching workspaces.
Yes, any time, with no side effects. The slug is the risky one.
No. Clients, projects and hours belong to their workspace permanently.
Yes. Each carries its own subscription and its own seat count. See seats.
Yes. An Owner can hand the role to someone else, and must do so before leaving. See change someone’s role.
Delete it. It is Owner-only, irreversible, and asks you to type the name to confirm. See delete a workspace.

Workspaces explained

What lives inside one, and what does not.

General settings

Name, slug, currency and timezone.

Set up a new workspace

The thorough setup guide.

Invite your team

Bring people in.