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Step 3: Create a Workspace

First, you need to create a workspace. A workspace provides a group of people (department, project, remote office, or simply several people) with a set of applications to manage tasks, docs, and workflows.

Click Create Workspace in the left part of the window. Specify the workspace name, description and click Save. You will proceed to the workspace configuration step, where you will:

  • add workspace participants: click Security and add users and user groups who will work with the workspace
  • create applications (steps 4-7).