Set up your workspace
Complete the six Setup steps so exports, banks, and numbering are ready.
A workspace is the company space where your team works. Settings that belong to the legal company live on the organization record.
Owners and admins see Setup in the sidebar until they finish the checklist. Editors and viewers do not see Setup.
Open Setup
After you confirm email and sign in, Exreach opens Setup. You can also open Setup in the sidebar.
The checklist has six steps. Each step opens a Settings page.
| Step | Where you go | Done when |
|---|---|---|
| General and regional defaults | Settings → General | You save General once |
| Profile | Settings → Profile | Your full name and email are on your profile |
| Organization details | Settings → Organization | Company fields are filled |
| Bank accounts | Settings → Organization | You have at least one bank besides Cash on Hand |
| Customization | Settings → Customization | Logo and company header fields are set |
| Document numbering | Settings → Documents | You save your six prefixes |
Select Finish setup when the steps are complete. Setup then leaves the sidebar.
Tip
Finish Setup before you send the first invoice. Invoice export needs the legal name, address, and company email.
What Setup does not change
Defaults apply to new quotations and projects. They do not rewrite records you already saved. See General.
Create another workspace
Use the account menu (your avatar) → Create organization. You can belong to more than one workspace and switch between them. See Workspaces and roles.
Next
Read Typical deal path before you create live data. Or open Plans if you need Lite and Pro limits.