Help Center / FAQ /
FAQ: Getting started
Quick answers to help you get up and running with your workspace.
How do I invite my team?
Go to Settings > Fundamentals, then open the Team section. 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.
How do I invite a client?
Open a project or go to your contacts list and add a new contact. Set their type to Client, fill in their details, and send them an invitation. Once they accept, they'll have access to their client portal where they can view shared projects, pay invoices, and communicate with your team.
What should I set up first?
Start with the basics:
- Add your business name and logo under Settings > Fundamentals.
- Set your brand colors and portal appearance under Settings > Interface.
- 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 > Fundamentals and find the email configuration section. You can connect a Gmail account through OAuth or set up SMTP for other providers. Once connected, you'll be able to 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.
