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Set up your workspace

Use this guide to 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.

Steps

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

Result

You should see the dashboard with the active organization context.

If it does not work

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