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Overview

This quick start guide walks you through the core workspace setup steps every new account should complete:
  1. Set your workspace name
  2. Upload your workspace icon
  3. Choose locale and timezone
  4. Invite teammates
  5. Add payment details
Use your real company details from day one. It helps keep branding, reporting, and teammate collaboration consistent.

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1) Set your workspace name

Your workspace name appears across your account and helps your team identify the correct environment.

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Why this matters

  • Keeps your internal account organized
  • Improves clarity for teammates
  • Aligns your support workspace with your brand
Use your company name (for example, Acme, Northstar Labs, River & Pine).

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2) Add your workspace icon

Your workspace icon is the visual identity for your team inside the app.

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Why this matters

  • Makes your workspace easy to spot
  • Improves navigation for teams in multiple workspaces
  • Creates a polished, branded setup

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3) Configure locale and timezone

Set your default language/region and timezone preferences. Organization vs user locale/timezone: Your workspace locale and timezone are the default settings used across shared experiences like reporting context, workspace-level defaults, and team-wide consistency. Each user can still have their own locale/timezone preferences (how dates/times are displayed to them). In practice, organization settings provide a common baseline, while user settings personalize the experience per teammate.

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What to configure

  • Locale: language and regional format (dates, numbers)
  • Timezone: your primary business timezone
Choose the timezone where most of your support team operates.
If your team is distributed, pick the timezone used for reporting and operational decisions.

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4) Invite teammates

Bring your team into the workspace so they can start handling conversations.

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What to do

  • Invite each teammate by email
  • Assign appropriate access/roles
  • Confirm invited users can access the workspace after acceptance

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5) Add payment details

Add your payment method early so your workspace setup stays smooth and you can use paid features without interruptions. This matters because it helps prevent delays later, keeps your billing account in good standing, and ensures plan-based capabilities are available when you need them. In billing settings, add your preferred payment method and confirm your billing contact details are accurate.
If payment details are missing or outdated, access to some features may be limited.