Set up a workspace your team can use
Create a shared home for pages, people, preferences, and the evidence behind your decisions.
Practical steps
A clear way through
- 01
Create your account
Sign up after a first scan or start directly from the account flow.
- 02
Name the workspace
Use a name your team recognises. A personal workspace is enough to begin; organisation features can follow as the team grows.
- 03
Invite the right people
Owners manage workspace settings and billing. Members can work from the shared view within the plan's collaboration limit.
- 04
Set notifications deliberately
Choose how material monitoring changes reach each person before you depend on the alerts.
Keep ownership clear
Workspace settings, plan access, and monitoring defaults have different consequences. Give owner access only to people who need to manage those shared decisions.
Build one shared record
Saving a scan to the workspace gives the team one place to return to the page, its history, recommendations, and reports.
- Use client accounts for related customer work
- Keep page names recognisable
- Review notification preferences after inviting a collaborator
Keep going