First steps

Your workspace is your firm’s own space in workelligence. Every contact, project, time entry and invoice belongs to exactly one workspace, and nobody outside it can see them.

Sign in

1. Open app.workelligence.com.
2. Enter your email address and password.
3. Tick Remember me if you want to stay signed in on this computer for 14 days. Without it, the session ends when you close the browser.

If you were invited by a colleague, the invitation email leads to a page where you set your password first. If your workspace requires two-factor authentication, you set up an authenticator app on first sign-in. See Two-factor authentication.

Availability

Self-service sign-up from the website is being switched on. Until then, your workspace is created for you after the discovery call, and the owner invites everyone else.

The first screen

On the first sign-in, the workspace owner answers one question: Where is your agency based? The country sets the tax rules for your invoices and cannot be guessed, so the app asks before anything else. Everything after that is optional and can be set up later with Set up later. See Workspace basics.

Finding your way around

The navigation on the left lists the areas of the app. Its wording is the app’s default and can be changed in Settings, see Modules and terminology.

Area	What it holds
My Work	What needs you today, then your open tasks
Inbox	Email from your connected mailbox, matched to contacts
Deals	Every enquiry, from first contact to a won deal
Contacts	Companies and people
Projects	Projects, tasks, milestones and files
Time	The timer, your week and the team’s timesheets
Billing	Quotes, invoices, recurring invoices, supplier invoices, payments
Reports	Pipeline, revenue, utilization, profitability, receivables
Settings	Workspace, members, modules, rate cards, numbering, templates

Press ⌘K on a Mac or Ctrl K on Windows to search. The search opens pages and finds contacts, projects, tasks and notes by name.

What to do next

1. Set the workspace basics: currency, language, modules.
2. Invite your team.
3. Bring your data from a spreadsheet or from MOCO.
4. Log your first week.