Workspace setup

The person who creates the workspace becomes its billing owner and an active Admin. In Settings → General, confirm the organisation name, country and timezone. These settings affect scheduling, report dates and service communications.

Use branches to separate locations or operating teams. Assign members only to the branches they need and test access with a non-admin account before importing production work.

Set terminology, report branding, email defaults and a starter template before inviting the wider team. Consistent defaults reduce corrections during the first live inspections.