Quick Guide: How to create and configure a Workspace step by step

Creating a Workspace in Cincel is the first step to centralize the management of your teams, users, and resources. This functionality is available for all users with a Business plan or higher.

This guide shows you how to easily configure your first Workspace so you can start organizing your account more efficiently.

Prerequisites

Before starting, make sure you meet the following points:

Have an account with an active Business plan or higher.

In order to add existing teams to your new Workspace, it is essential that you are the sole administrator of said teams.

Be the main account of your future Workspace, as the person who performs the merge will be the account assigned as the Owner of that Workspace.

Steps to Create your Workspace

Follow these simple steps to configure your workspace:

Step 1: Start the Workspace Creation

In the side menu, look for the Workspaces option.
Click the “+ New Workspace” button to start the process.

Step 2: Assign a Name to your Workspace

Assign a clear and descriptive name that identifies your organization.

💡Cincel Tip: We recommend using your company name so that all members can identify it easily.

Add the logo to identify the Workspace; you can use your company's logo.

Step 3: Add your Teams

Next, create the Teams that your Workspace will be divided into.

In case you already have existing Teams, select the teams you want to include in this Workspace.

When adding a team, all its information (folders, documents, directory of signers) and its users will automatically move to the new Workspace.

❗️Important: You can only select those teams where you are the sole administrator. If a team has multiple administrators, you will not be able to add it in this step; you can request that they join the Workspace or transfer control of the team to you.

Step 4: Invite Users and Learn about Roles

Once the teams are selected, the users who belong to them will be invited to the Workspace. You can also send invitations for new users to join.

Within the Workspace, there are new roles that define general permissions. These roles do not change the permissions that each user already has within a team (Editor, Reader, etc.).

Owner: It is the account that owns the Workspace, linked to billing. There can only be one Owner per Workspace.
Admin (Administrator): Users with permissions to manage teams, users, and other Workspace settings.
Member: These are all other users who are part of the Workspace, regardless of the role they have assigned within each team.

Step 5: Finish the Configuration

Once you have completed the previous steps, click on “Create Workspace”. You're all set! Your new workspace will be configured and active.

What happens to the credits?

One of the main advantages of Workspaces is the centralized management of credits.

Shared credit pool: All credits previously acquired in the teams you added will be pooled to form a single credit pool for the entire Workspace. From now on, all teams will consume resources from this shared pool.

Gift credits: Keep in mind that credits granted for free or as a gift when creating an account or team are not included in this shared pool, nor will they be replenished.