Figena
Create a workspace, choose shared defaults, and prepare it for daily use.
Create a workspace for a business, team, household, or project that needs its own records and collaborators. Use a name that everyone will recognize in navigation and invitations.
Confirm the workspace currency, time zone, and naming conventions before adding a large number of records. Consistent defaults make reports and recurring activity easier to understand.
Invite only the people who need access. Review each person’s role and feature access so they can complete their work without seeing unrelated information.
Create one account and a few representative records before importing or inviting a larger team. Check that totals, labels, dates, and access match your expectations.
Workspace owners should keep billing and administrative contacts current. Transfer ownership only after the new owner is ready to manage members and important workspace settings.
After the sample workflow looks right, add remaining accounts, import historical records, and document the conventions your team should follow.