I just signed up. What do I set up first?

Set up your workspace in three steps: name it, invite your team, and create your first Project. From then on every budget has a home, and the right people can open it.

Your workspace is the shared place for your production budgets, Projects and team. Everyone you invite works in the same workspace, with the same Labels, units and Budget Templates.

The first steps

1. About You. Add your First Name, Last Name and, if you like, a profile picture, so your team knows who is working on what.

2. Your Workspace. Enter the Workspace Name your team will recognise, usually your company name, and your Company Name. A logo is optional.

3. Invite your Team. Add your colleagues' email addresses and choose Editor or Admin for each person. You can also invite people later from Settings.

4. Choose your plan and complete checkout. The plans are described at https://www.splinde.io/pricing.

You land on Projects, ready to work.

Then create your first Project

1. In Projects, click Add Project.

2. Give it a Project Name, add the Client, Agency and Product if you have them, and tick the colleagues who work on it.

3. Click Create Project and add your first budget inside it.

A budget inside a Project is visible to that Project's members, which keeps each job's numbers with the people working on it.

Good to know

• You become the workspace's first Admin. Admins invite people, manage roles and see Plan & billing.

• Choose the workspace name with care. It is the name your team sees every day in the sidebar.

• Everything about your account, your workspaces and your team lives under Settings in the workspace menu at the top of the sidebar.

Related

• How do I add my team to Splinde?

• I'm adding people to the workspace. Who should be an Editor and who an Admin?

• How do I make sure freelancers only see their own project?