Create workspace manually

1. Go to the My Workspaces page

2. Click on the + icon
   

3. Select Manually
   

4. In the General information tab, fill in the workspace’s name, and department, and select a manager and language. You may also add a photo.
   
   Click Save

5. In the Members tab, add members to your workspace.
   To add existing users, search by name or email in the search bar, click on the user, and click Add.

   
   
   

   To add new users, click on the search bar and then Add new user
   

   Fill in the user’s name, last name, and email address. You can add a phone number and a profile picture if you’d like.
   

   Click Save. You may send an invitation to the new users by ticking the checkbox and clicking Send Invites.
   

6. In the Admins tab, add admins by searching by name or email in the search bar, clicking on the user, and clicking Add.
   

7. In the Automations tab, you can set new automation rules. To learn more about the automation, see our guide.
   

8. In the Share settings tab, you can manage the sharing settings of the workspace. That way, you can control the default settings that will be in each item in the workspace.
   For example, if you change the default to “all company”, then every new item created will automatically have “all company” selected in the sharing settings.
   

   1. The default share setting is “This workspace”
      

   2. You can change the default by selecting a different option and clicking save.

   3. Users will be able to change the default* before they publish the item by clicking on “Share settings” and selecting a different share option.
      *See the next point.
      

   4. You can remove options from the sharing settings options list by clicking on the bin icon.
      You can remove all options besides “Specific users”.
      
      When creating a new item, the list will contain only the share settings options which you selected to include.
      

   5. You can add the removed options back at any time, by clicking on Add a sharing option
      

   6. On the “Specific users” option, you have to select the users with whom you’d like to share by default.
      
      
      The users will be able to select different users than the default when they create a new item.

9. In the Notifications tab, select which notifications you want the workspace members will receive: email notifications for comments/ items and mobile push notifications (only for users who logged on to the app).
   Note that each user can control their own notification preferences.
   

Remember to click Save after any change you make