Workspace Setup Order

The fastest way to get a workspace live is to set the foundation first, then turn on the customer-facing tools after the core data is clean.

1. Set portal and login branding. Go to Setup → Branding and enter the company name, portal logo, login background, and default color mode. This affects the portal and login screens customers see.
2. Review staff roles before inviting the team. In Setup → Roles, pick one role at a time and confirm who can see campaigns, tickets, products, orders, and admin settings.
3. Clean the product catalog next. Use Products to confirm categories, pricing, media, and whether inventory should be tracked. If the workspace does not manage stock, turn inventory off in Setup → Products.
4. Confirm order workflows. In Setup → Purchase Orders, decide whether estimates can convert to purchase orders and whether purchase orders can convert to invoices.
5. Only then turn on campaigns and portal workflows. Once products, staff, and customer groups are correct, build email templates, marketing lists, and portal access for customer contacts.

Recommended order: Branding → Roles → Products → Purchase Orders / Estimates / Invoices → Portal access → Campaigns.