Workspace and Team Setup
Invite your team, organize by client, and set up the defaults that make everything faster.
Workspace Basics
Your workspace is home base — it holds your reports, clients, team members, and brand settings.
Navigate to Settings to configure everything. You'll see tabs for Workspace, Branding, Team, and Integrations.
Setting Up Your Brand
Go to Settings → Branding first. This is your default brand kit — it applies to every new report automatically.
Upload your logo, set your colors, pick your fonts. If you work with multiple clients, create additional brand kits (click + New) and switch between them per report.
Team Roles
Add team members via Settings → Team → Invite Member.
Four permission levels:
- Owner — Full access. Can delete workspace, transfer ownership.
- Admin — Full access. Can manage team and settings.
- Editor — Can create, edit, and delete reports and clients.
- Viewer — Read-only. Perfect for stakeholders who need to see reports but shouldn't edit.
Client Organization
Clients are the organizing principle. When you create a report, assign it to a client. Your Dashboard then lets you filter everything by client — reports, metrics, activity.
For agencies: One client per account you manage. The client filter on the Dashboard becomes your daily command center.
For in-house teams: Use clients to separate campaigns, products, or business units.
Getting the Most Out of Your Setup
Day 1 checklist:
- Set your workspace name and default brand kit
- Invite your team with the right roles
- Create your first client
- Generate a test report to verify branding
Ongoing: As you onboard new clients, create a brand kit for each one. This five-minute investment pays off on every single report.