You can create a new workspace by visiting the Workspace Manager and clicking “New Workspace” or choosing “New Workspace” from the shortcut menu in the lower right corner.

At the top of the New Workspace window is a drop down to choose whether this workspace is for a client or for internal use. Make sure you set this to your desired workspace type before continuing.

Internal Workspace


Client Workspace

The number of tabs in the new workspace window will differ depending on whether the workspace is for a client or internal use.

The minimum requirement is to provide a name (and email, for clients.)

Once you save your new workspace, it will appear in the left main menu, on your Workspace Manager, and on your dashboard in the Workspace Snapshots.


Note: Client Billing Plan
Before setting up your client’s billing tab, make sure you are familiar with how Client Plans work.