Help Center / FAQ /
FAQ: Getting started
Quick answers to help you get up and running with your workspace.
How do I invite my team?
Open Contacts > People, click Invite, enter their email address, choose a role, and send the invitation. They'll receive an email with a link to join your workspace. For a full walkthrough, see Users and team management.
How do I invite a client?
Open Contacts and add a new person. Set their role to Client, fill in their details, and use the Invite to workspace section on the contact form to send the email invite or copy the invite link. Once they accept, they sign in at your subdomain and see only the projects, invoices, proposals, and contracts you've shared with them. See Inviting clients for the full walkthrough.
What should I set up first?
Start with the basics:
- Add your workspace name under Settings > General.
- Upload your logo, set your brand colours, and customise the login page under Settings > Branding.
- Create your first project and add a few tasks.
- Invite your team members.
- Connect your email to send messages directly from your workspace.
Check the Getting started guide for a complete step-by-step walkthrough.
How do I connect my email?
Go to Settings > Inbox and open the email accounts section. You can connect a Gmail account through OAuth or set up SMTP for other providers. Once connected, you can send invoices, proposals, and messages from your own email address.
Can I import my data from another tool?
Yes. You can import contacts, tasks, and other data using CSV files. Look for the Import option within each section (e.g., your contacts list or task board). Prepare your CSV with the required columns, upload it, map the fields, and confirm. For large migrations, contact support for help.
