Guided company setup

In simple words

Guided company setup is part of Workspace. Profile, departments, invitations and which panels your team uses. This guide takes you through it in 7 short steps.

Where it fits in your work — Invite. Invite people by email with a role; verified accounts get access to exactly the panels you choose.

Before you start

• You need to be signed in to your company's workspace. Workspace appears in the Workspace dashboard and in the left menu when your role includes it.
• What you can see and change depends on your role. If a menu item or button is missing, ask your workspace owner to give your role access in Workspace → Users.
• Guided company setup belongs to Organisation in Workspace. Profile, departments, invitations and which panels your team uses.

Step by step

1. 1

   Step 1

   Open Workspace

   Sign in to your company's Workspace. You see only what your role allows.

2. 2

   Step 2

   Open “Set up Northwind Demo”

   In the left menu of Workspace, open the page called “Set up Northwind Demo” (some pages sit inside a menu group — click the group to expand it). A few quick steps to make it yours — everything can be changed later.

3. 3

   Step 3

   Find what you need

   Type in the search box (“As registered”) to find a record quickly.

4. 4

   Step 4

   Narrow the list

   Use these filters to see only what you want:

   • Company name
   • Legal name (optional)
   • What does your company do?
   • Team size
   • Country
   • Currency
   • Time zone
   • Website (optional)
   • Contact email (optional)
   • Phone (optional)
5. 5

   Step 5

   Add a new one

   Click “Invite your team” to add one. A form opens for the details.

6. 6

   Step 6

   Other actions on this screen

   You will also see these buttons:

   • Skip for now
   • Company profile
   • Departments
   • Branding
   • Choose panels
   • Save & continue
7. 7

   Step 7

   Done

   Profile, departments, invitations and which panels your team uses.

Tips

• You can use more than one filter together (Company name, Legal name (optional), What does your company do?) to see exactly the records you want.
• The search box accepts: As registered. Start typing and the list narrows down.
• If you make a mistake, open the record again and correct it. Changes are recorded against your name so your team can see who did what.

Quick recap

Open Workspace → Open “Set up Northwind Demo” → Find what you need → Narrow the list → Add a new one → Other actions on this screen → Done

What it connects to

• AI Intelligence

  Ask questions across all of the data the Workspace oversees.

• Help & Support

  Help and requests to the product team, from inside the Workspace.

• Client & Student Portal

  Decide who outside your company gets a portal, and see their activity.

What you will see on this screen

These are the parts of the Set up Northwind Demo screen, exactly as they appear in the product.

Why use Workspace

Workspace replaces dashboards, user admin, automation & integration tools, on the same login and the same data.

• See the whole company on one screen instead of opening ten tools
• Control who can see and do what, down to a single action
• Automate follow-ups across every panel without developers
• One audit log and one place for billing, brand and security

Who uses Workspace

• Founders & owners

  Watch the whole company on one dashboard and control access, billing and brand.

• Administrators

  Invite people, assign roles, import data and switch panels on or off.

• Managers

  Open any panel's analytics with date, department and owner filters.

• Everyone

  Get one notification inbox and one place to manage their own sessions and devices.

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