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Getting Started

Create your first workspace

Set up an isolated business workspace before adding apps or inviting team members.

Updated 2026-07-31 17:36:42
After creating your account, open Portal and choose Create Workspace. Enter the business name and confirm the workspace. Each workspace keeps its apps, subscriptions, members and data isolated from your other businesses. Use the workspace switcher at the top of the Portal when you need to move between businesses.

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