Set up your workspace

Workspace settings control agency identity and many defaults. Configure these before inviting clients so the first email and portal page are recognizable.

Check identity and access

Use the workspace switcher before opening Settings. Verify the company name, logo and public support contact. Keep the approved transparent logo in its original proportions. Do not place private billing records or owner credentials in public branding fields.

Prepare the client experience

Review the client portal theme, sign-in page, home layout and navigation. The portal home can contain greetings, next tasks, milestones, activity, resources and links. Account-specific customization can override workspace defaults; see portal customization.

Connect only what you need

Email, cloud storage, CRM, payment, scheduling and analytics features need their relevant setup. A saved setting is different from a verified provider connection. Test an authorized minimal operation and check its result before building a client journey around it. See integrations.

Check completion

Reopen the saved settings and inspect the actual client sign-in page. Confirm the intended workspace is still selected. Workspace administration and client portal membership are separate access boundaries; see team and permissions.