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Guides and workflows / Set up your workspace

Set up your workspace

Overview

Create the workspace and add the structure people will filter by.

Before you start

  • You can open the workspace setup flow.
  • You know the organization name and administrator details.

Complete the workflow

  1. Go to Create workspace.
  2. Enter the organization identity fields.
  3. Enter the first administrator fields.
  4. Click Create workspace.
  5. Use Invite your team to add the first staff members.
  6. Add Business units, Brands, Teams, and Social accounts.
  7. Review Ready checks before entering the dashboard.

Review the result

You should see the dashboard with the active organization context.

Troubleshooting

  • If Create workspace is unavailable, ask USATII Media to enable enterprise signup.
  • If Ready checks are missing, finish the visible setup cards.