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How to Create a Workspace
How to Create a Workspace

The objective of this SOP is to guide you through the process of creating a workspace in the business or university category.

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Written by Jarid Arnold
Updated over a month ago

Key Steps

  1. Click on the plus button on the left-hand side or click on "Create New Workspace" in the main view.

  2. Fill out the following details:

    • Workspace type: Business or University

    • Full legal name of the business or university

    • Associate a business email

    • Website URL

    • Number of employees

    • Phone number

    • Headquarters address

  3. Upload your business logo (optional).

  4. Select a business category and provide a brief description.

  5. Read and acknowledge the legal notice.

  6. Click on "Create Business Account" and wait for the account to be created.

  7. Select a plan based on the description provided.

Cautionary Notes

  • Ensure all information provided is accurate and up to date.

  • Carefully read through the legal notice before acknowledging it.

  • Double-check all details before clicking on "Create Business Account."

Tips for Efficiency

  • Have all necessary information ready before starting the process.

  • Use a business email that will be easily accessible for future communications.

  • Keep the legal notice in mind and ensure compliance with all terms and conditions.

  • Review the differences between the available plans to choose the most suitable option for your workspace.

Link to Loom

https://loom.com/share/2419eea1d19e4cd7844fd54c2e74dcb7?src=composer

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