Set up your first workspace

Before you start

A workspace holds your members, subscription, shared products, policies, and developer access.

• Use a name your team will recognize.
• Confirm your email before accepting or managing invitations.
• Choose the smallest role that gives each person the access they need.

Create and invite

Workspace owners can create a workspace and bring the team in from one place.

1. 1
   Create or open the workspace

   Open Workspace from the Patvero navigation and confirm the workspace name and plan.

2. 2
   Invite teammates

   Open Invitations, enter the recipient's exact email address, choose a role, and send.

3. 3
   Track acceptance

   Use invitation status to see pending, accepted, expired, or revoked invitations. Resend only from the current invitation record.

4. 4
   Review membership

   Open Members to verify the user, role, and product access after acceptance.

Next steps

Once the team is present, create the places where work will happen.