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Create and Configure a Workspace

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Goal

Create a production-ready workspace with correct identity, default currency, and governance settings.

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Steps

  1. Open Dashboard → Workspace Settings.
  2. Set workspace name, logo, and branding.
  3. Set default reporting currency.
  4. Review plan and feature gates.
  5. Save settings and reload the dashboard to verify persistence.

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Validation checklist

  • Workspace name/logo render correctly in sidebar and topbar.
  • Default currency appears in analytics and billing contexts.
  • Plan-gated features expected for your tier are visible.

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Common mistakes

  • Setting the wrong default currency, then reconciling numbers in another currency.
  • Starting campaign setup before plan gates are validated.
  • /help/workspace/invite-and-manage-members
  • /user-guides/manual/workspace/workspace-settings-and-governance-reference