Your account

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Getting an account

There is no self-service signup. A workspace Owner adds you as a member and sets your name, email, and a starting password. Once that’s done, you can sign in right away.

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Signing in

Go to your workspace URL and sign in with your email and password. You stay signed in for seven days before you’re asked to sign in again.

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The first account on a new workspace

A brand-new workspace with no users shows a setup page instead of the sign-in page: Create your admin account to get started. Enter a name, email, and password (at least 8 characters). The person who completes this step becomes the workspace Owner. The page never appears again once the first account exists.

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Workspace roles

Every account has one of two workspace roles: Access to individual folders is separate from your workspace role: within a folder you’re either an Admin or an Editor. See Sharing.

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The onboarding interview

The first time you sign in, the agent greets you in the chat panel with a short interview to get to know you and your work. Owners get a longer interview that also sets up the workspace; members get a short one. You can answer at your own pace, use Skip to pass on a question, or close the interview entirely and resume it later from your Profile settings. See Chatting with the agent.

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Your starter folder

Every new member gets one private folder, named ‘s Folder. It’s an ordinary folder — rename it, move things into it, share it, or delete it if you don’t want it. It stays private until you share it, and if you delete it, it isn’t recreated. See Folders.