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Create a workspace

Sign up, verify your email, pick an industry, create your first project and invite your team.

Sign up

A workspace is created the moment you sign up, and you become its Owner. These steps take you from no account to a team that can start taking tickets.

Sign up

  1. Open the sign-up page (from sign-in, choose Create an account).
  2. Enter your Full name and a Workspace name, usually your organization or team.
  3. Optionally choose an Industry (see below).
  4. Enter your Work email and a Password.
  5. Tick the box to agree to the Terms and Privacy Policy, then choose Create workspace.

Where your administrator has enabled them, you can instead use Continue with Google, GitHub or Microsoft. A workspace created that way is named after you (for example "Alex's Workspace"); rename it later in Settings → Workspace.

If somebody has already invited your email address, sign-up refuses it and asks you to use the invite link instead, so you join their workspace rather than starting an empty one of your own.

Choose an industry

The Industry list (for example Internal IT / corporate service desk, Software & SaaS support, Education, Healthcare, Managed services) only fills in words. It sets what your workspace calls the people who raise tickets (Employees, Customers, Students, Guests…) and the ways they are grouped (Department, Site, Company, Manager and so on).

It does not turn features on or off, and it is optional. You can change every word later in Settings → Workspace → Names, where picking an industry again refills the names before you save.

Verify your email

Usually nothing is created until you prove the address. After Create workspace you see Check your email:

  1. Find the email with a 6-digit code (check spam if it is not there).
  2. Type it into Verification code and choose Verify and continue.

The code works for 15 minutes. If it has expired or never arrived, choose send a new code; there is a short wait between requests. Use a different email takes you back to the form.

What you start with

Your new workspace comes ready to use:

  • You, as its only Owner.
  • The standard roles: Admin, Member, Approver, Auditor and Guest.
  • A default workflow with statuses, plus starter trackers (ticket types), priorities and SLA policies.
  • A welcome notification in your Inbox.

There are no projects yet, so that is the next step.

Create your first project

  1. In the sidebar, choose + beside Projects (or open All projects and choose New project).
  2. Give it a Name. A Key is suggested from the name; it becomes the prefix of every ticket key.
  3. Pick a Kind, a Visibility and a Color, then choose Create project.

You become the project's lead. See Projects for every option.

Invite your team

  1. Open Members in the sidebar and choose Invite member.
  2. Enter their Email address, pick a Role and choose Send invite.
  3. They get an email with a link to choose a password and join. The link expires in 7 days.

You only invite the people who work tickets. Requesters never need an invitation. See Members and seats.

Next steps

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