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Create a workspace

A workspace is your data boundary. It is the first thing you make.

Last updated 2 min read

Three steps

  1. Create an account

    With your work email address. The address is the identity — a display name is only a label and may repeat, but an address never does.

  2. Name the workspace

    Usually the company name. Every contact, engagement and document stays inside this boundary and never leaves it.

  3. Choose your language

    Each user has their own — Persian or English. Your choice does not affect your colleagues.

What a new workspace starts with

Two things are ready and one is deliberately empty. A standard chart of accounts exists from the moment of creation, so if the first thing you do is upload a financial statement, there is somewhere for the figures to land.

The service catalogue, on the other hand, is empty — a decision rather than an omission. Your lines and services are your own business vocabulary; had we pre-filled them, the first thing you would do is delete them.

Whoever creates the workspace owns it. The owner is the one who can change roles and see settings — and the system will not let the last owner step out of that role, because a workspace with no owner is a locked workspace.

What a data boundary means

A workspace is not just a name; it is the isolation boundary. Nothing in one workspace is visible in another — not in lists, not in search, not in an assistant's answer.

The boundary is strict enough that another workspace's record answers you with "does not exist" rather than "not allowed". The difference matters: the second one confirms the record is there.

One workspace or several

If your firm has several branches or several independent entities, decide before you import anything. Moving data between two workspaces later is not a simple job.

A simple rule: if two groups must never see each other's clients, use two workspaces. If only their reporting is separate, one is enough — service lines and filters give you that separation without losing the shared history.

A client name is unique only within a workspace. Two workspaces may hold identically named clients and neither knows the other exists.

Common questions

  • Can I rename the workspace later?
    Yes. The name is a label and changing it moves no data.
  • How many people can be in one workspace?
    It depends on the plan. The seat limit is enforced at the invitation: when you reach it, the next invitation is refused — nobody is quietly dropped.
  • What if I want a second workspace later?
    Any registered user can create a workspace and becomes its owner. Switching between them happens from the switcher at the top of the page.

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