Prepare your Workspace

Before creating a new account, make sure your Introist team has not already created an account for you. If they have, after signing in your will be redirected straight to the app.

Creating a workspace and configuring default settings

To get started with setting up your workspace on Introist, follow these step-by-step instructions which align with the video above. To set up your workspace on Introist, start by visiting introist.com and clicking on the "Sign In" button located at the top right corner. Choose to sign in using your Google or Outlook account, then proceed to create your workspace. Name your workspace, typically using your company's name, and accept the terms of service. Click on "Create Workspace" to establish your new workspace.

Next, customize your workspace by navigating to "Settings" and selecting "Workspace" from the menu. Here, you can adjust several settings to tailor the workspace to your needs:

• Workspace Name: Update as needed.

• Workspace Icon: Choose an appropriate icon.

• Workspace Timezone: Set the timezone that aligns with your company's location.

• Workspace Date Format: Select your preferred date format.

These steps will help you configure and personalize your workspace efficiently.