Setup Wizard

Every new workspace — whether it's your first at signup or an additional one created later from the Hub — goes through the same two-step wizard.

Step 1: Name Your Workspace

Enter a workspace name (required) and an optional description shown to members. This is what appears on your workspace card in the Hub and workspace switcher.

Step 2: Choose Your Roles

Select up to 3 work roles that describe what you do (Developer, Marketing, Sales, Design, Finance, Product, HR, Data Analyst, Customer Success, Logistics, etc.). Roles control:

• Which modules appear in your sidebar
• Which filters default in AI tools (Analyzer, Brainstorm, Strategist)
• How your work logs are categorized

You must pick at least one role to finish setup. Roles can be changed later from Settings → Preferences without recreating the workspace.

After Setup

Once created, you're the workspace owner with full administrative access — invite members, configure roles and permissions, and toggle features from Settings → Workspace. See Workspace → Members & Invites and Workspace → Roles & Permissions next.