Create Your Workspace

A workspace is your team's dedicated environment in Workestra. It contains all your data, modules, and team members — completely isolated from other workspaces.

What Is a Workspace?

Think of a workspace as your team's virtual office:

• Data Isolation — Each workspace has its own separate database
• Module Configuration — Enable only the modules you need
• Team Management — Control who has access to what
• Custom Branding — Add your logo and company details

Step-by-Step: Create Your Workspace

1. Choose a Workspace Name

Your workspace name appears throughout the interface and in emails:

• Use your company name (e.g., "Acme Corporation")
• Or a department name (e.g., "Acme Sales Team")
• Maximum 100 characters

2. Select a Workspace Slug

The slug becomes part of your workspace URL:

https://acme-corp.workestra.app

• Use lowercase letters, numbers, and hyphens only
• Must be unique across all of Workestra
• Can be changed later (but bookmarks will break)

Good slugs: acme-corp, acme-sales, acme-hq-2024

Avoid: Acme Corp (spaces), acme@corp (special chars), a (too short)

3. Select Your Industry

Choose the industry that best describes your business:

• Technology & Software
• Professional Services
• Manufacturing
• Healthcare
• Financial Services
• Education
• Retail & E-commerce
• Other

This helps Workestra tailor AI suggestions and default settings for your use case.

4. Set Your Timezone

Select your primary business timezone. This affects:

• Activity timestamps
• Due date calculations
• Report date ranges
• Automated notification timing

After Creation

Once your workspace is created, you'll land on the Dashboard. From here you can:

1. Invite Team Members — Add colleagues to your workspace
2. Enable Modules — Turn on CRM, Recruiting, Projects, etc.
3. Import Data — Bring in contacts from CSV or other tools
4. Customize Settings — Configure workspace-wide preferences

Managing Multiple Workspaces

If you belong to multiple workspaces, you can switch between them:

Using the Workspace Switcher

1. Look for the workspace name at the bottom of the left sidebar
2. Click it to open the workspace switcher
3. Select a different workspace from the list
4. Or click Create New Workspace to start fresh

Workspace Data Isolation

Important things to know about multi-workspace accounts:

Next Steps

Now that your workspace is set up, it's time to invite your team: