Quick Start

Create a Workspace

Set up your workspace and create your first project in under 5 minutes.

A workspace is your team’s home base. It holds all your projects and controls who has access to them.

Create your workspace

After signing in, you will be redirected to your default workspace. If you don’t have one yet, you will land on the Create a new workspace page.

Fill in the workspace name and an optional description. A URL slug is generated automatically from the name. Click Create Workspace to proceed.

The "Create a new workspace" form with name and description fields

Create a project

From the workspace dashboard, click the New Project button in the top-right toolbar. A modal appears with two fields: Project Name and an optional Description.

Each project is fully isolated with its own sheets, flows, scenes, and screenplays. One workspace can hold as many projects as you need.

The workspace dashboard showing the project grid and the "New Project" button in the toolbar

After creation, you are taken directly into the project’s sheet editor.

Invite your team

Go to Settings > Workspaces > [Your Workspace] > Members and click Invite. Enter an email address and choose a role:

Owner – full control, including deletion
Admin – manage members, create and delete projects
Member – edit content in projects they have access to
Viewer – read-only access everywhere

Invitations expire after 7 days and can be revoked anytime.

The workspace members settings page with the invite form, member list, and pending invitations

Project-level access

Within each project, you can further refine permissions. A workspace Member can be an Editor on one project but a Viewer on another. Project roles are:

Owner – full project control
Editor – create and edit all content
Viewer – read-only access

Manage project members from the project’s Settings page.