Workspace setup guide
This page walks through 3 steps to set up Workspace, in the order the in-app Setup assistant recommends. Each step lists what to prepare, the questions to answer first and the screen to use.
In the app, open Settings → Setup assistant: it measures your current state, asks the survey questions below and proposes a change set you approve before it is applied. This page is the read-only version for preparing ahead or doing it by hand.
1. Company profile
Required
The company details printed on invoices, contracts and reports. They are saved straight to the company record — the same one Settings → Company edits.
2. Region & accounting basics
Required
Time zone (decides what “today” is on every document), accounting currency, date format, language and the first month of the fiscal year. The currency cannot change once the ledger has postings.
3. Invite people
Optional · After step: Company profile
Invite colleagues by email. Pick the seat group first — it decides which paid apps they can open — then optionally a role (a role needs a seat group). The email goes out when you apply; undoing cancels the invitation.
Next
See the feature pages of this app in the left menu, or the setup guides of every app.