Set up a workspace for your team
Check workspace settings, invite the right people, assign access, and help your team start collecting feedback.
As a workspace administrator, your first job is to give people the access they need. Start with the basics below; branding and advanced security can follow when your organization needs them.
1. Check the workspace
Section titled “1. Check the workspace”Open Settings → Workspace and confirm the name. If you belong to several workspaces, check the workspace switcher before changing settings or inviting people.
See workspace settings for membership controls and ownership.
2. Check seats and teams
Section titled “2. Check seats and teams”Open Settings → Billing to review the plan, seat capacity, and usage. Then check Settings → Teams for the teams already present.
People who need workspace features may need seats. People who only answer surveys or join a retro under its access rules do not need a paid seat for that participation alone. See users, seats, and participants.
3. Invite people and assign access
Section titled “3. Invite people and assign access”Use Invite users and seats for the invitation flow. Choose a role based on what each person needs to do. Do not make everyone an administrator just to solve a missing permission.
Add existing workspace members to teams and check the team before creating a survey or retro for it. Read roles and permissions when access is unclear.
4. Agree on privacy and account protection
Section titled “4. Agree on privacy and account protection”Explain who may create sessions, who can see their feedback, and when anonymous collection is appropriate. Privacy settings belong to the survey or retro as well as the workspace; a workspace name or branding choice does not make responses anonymous.
Check survey identity and sharing settings and retro privacy controls with the facilitator. Who may join a retro is separate from whether authors’ names appear on its cards.
Encourage members to review two-factor authentication or passkeys for their own accounts. If your organization needs SSO, check availability and setup before changing your identity provider.
5. Run a small first session
Section titled “5. Run a small first session”Ask a facilitator to run one short survey or retro with an appropriate test audience. Verify that people can join and that the facilitator can find the feedback. Use Run a feedback session as the handoff.
Add advanced settings when needed
Section titled “Add advanced settings when needed”- Branding: customize participant-facing appearance where your plan allows it.
- Branded email: authenticate a sending domain with your DNS administrator.
- Audit logs: review recorded workspace activity where available.
- Data retention: understand the controls and limits before setting a policy.
If setup is blocked, start with Troubleshooting. Check the workspace, role, and capacity before retrying invitations or purchasing additional access.