First steps for workspace owners

Accept your invitation

Open your invitation and confirm your email with the code from the email. Your workspace opens in the Portal.

• Accept your invitation →

Open Workspace setup

In the Portal, choose Workspace setup (or Continue setup in the reminder). It lists what’s left, and you can come back any time. Finished steps show as done.

Review your workspace

Choose Review on “Workspace created and configured” to check the name, address and asset-code prefix.

Add a location and a category

Choose Add location and Add category. They open the app, and you may be asked to confirm your email again. One of each is enough to start.

Add your first item

Choose Add item and add a piece of equipment with photos.

• Add an item and photos →

Invite your team

Open Invitations and invite members — and administrators, if you wish. This step is optional and can wait.

• Manage members, invitations and roles →

Print a label and test it

Print a QR label for your first item and scan it.

• View, select and print QR labels →

Mark the workspace ready

When the required steps are done, choose Complete onboarding. It marks the initial setup as finished and removes the reminder; it does not change anyone’s access.