> ## Documentation Index
> Fetch the complete documentation index at: https://docs.userplane.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Workspace Setup

> Create a workspace, invite your team, and configure basic settings

A workspace is where your team manages recording links, reviews recordings, and configures settings. Every Userplane account can create up to 3 workspaces.

## Create a workspace

<Steps>
  <Step title="Sign in and create">
    After signing in, click [Create Workspace](https://dash.userplane.io/workspace/create).

    <Frame caption="Create a workspace">
      <img src="https://mintcdn.com/userplane/iHJrxtyvOmNXmfMS/media/onboarding/manual-onboarding-kickoff.png?fit=max&auto=format&n=iHJrxtyvOmNXmfMS&q=85&s=72014181808d02f7474f1db80724d562" width="1920" height="958" data-path="media/onboarding/manual-onboarding-kickoff.png" />
    </Frame>
  </Step>

  <Step title="Enter your Company URL">You'll be prompted to enter your **Company URL**.</Step>

  <Step title="You're the owner">
    Once created, you become the **owner** of the workspace and can manage all settings. You can now
    invite teammates and connect integrations like Intercom, Zendesk, or Slack.

    <Frame caption="Workspace settings preview">
      <img src="https://mintcdn.com/userplane/iHJrxtyvOmNXmfMS/media/onboarding/post-onboarding-settings-preview.png?fit=max&auto=format&n=iHJrxtyvOmNXmfMS&q=85&s=ec39fa6749f82a6d52e3c802a64cb954" width="1920" height="958" data-path="media/onboarding/post-onboarding-settings-preview.png" />
    </Frame>
  </Step>
</Steps>

## Invite teammates

<Steps>
  <Step title="Go to Team settings">
    Go to [Workspace Settings > Team](https://dash.userplane.io/_/settings?tab=team).

    <Frame caption="Go to Team settings">
      <img src="https://mintcdn.com/userplane/IKCB4f_KBaL0xsjW/media/workspace/team/team-list-roles.png?fit=max&auto=format&n=IKCB4f_KBaL0xsjW&q=85&s=cc414af77695cab4bb1c88e261da33f8" width="1342" height="906" data-path="media/workspace/team/team-list-roles.png" />
    </Frame>
  </Step>

  <Step title="Send an invitation">
    Click **Invite Member**, enter the email address of the person you want to invite, then click **Send Invite**.

    If you've connected Intercom, you'll see recommendations from your Intercom workspace.

    <Frame caption="Invite teammates">
      <img src="https://mintcdn.com/userplane/IKCB4f_KBaL0xsjW/media/workspace/team/team-invite.png?fit=max&auto=format&n=IKCB4f_KBaL0xsjW&q=85&s=e040bb2668b27c28d292aaececfda25a" width="1920" height="958" data-path="media/workspace/team/team-invite.png" />
    </Frame>
  </Step>
</Steps>

<Frame caption="Accepting a workspace invite">
  <img src="https://mintcdn.com/userplane/iHJrxtyvOmNXmfMS/media/onboarding/accept-workspace-invite.png?fit=max&auto=format&n=iHJrxtyvOmNXmfMS&q=85&s=6e53b2df92ccafea6dc75551938d5b49" width="1920" height="956" data-path="media/onboarding/accept-workspace-invite.png" />
</Frame>

Invited users will receive an email with a link to join. See [Team Management](/workspace/team-management) for more on managing members.

## Connect your help desk

Userplane integrates with Intercom, Zendesk, and Slack so your support agents can create recording links and view recordings directly from conversations and tickets.

<Steps>
  <Step title="Open Integrations settings">
    Go to [Workspace Settings >
    Integrations](https://dash.userplane.io/_/settings?tab=integrations).

    <Frame caption="Open Integration settings">
      <img src="https://mintcdn.com/userplane/IKCB4f_KBaL0xsjW/media/workspace/integrations/pending-connections.png?fit=max&auto=format&n=IKCB4f_KBaL0xsjW&q=85&s=04ff5316aa2cf186a539c6f3dffef473" width="1920" height="959" data-path="media/workspace/integrations/pending-connections.png" />
    </Frame>
  </Step>

  <Step title="Connect your provider">
    Click **Connect Intercom**, **Connect Slack**, or install Userplane from the **[Zendesk Marketplace](https://www.zendesk.com/marketplace/apps/support/1229987/screen-recording-by-userplane/)**. Follow the authorization prompts to complete the connection.
  </Step>

  <Step title="Done">
    After authorizing, the Userplane app is installed in your help desk and ready to use.

    <Frame caption="Active integrations">
      <img src="https://mintcdn.com/userplane/IKCB4f_KBaL0xsjW/media/workspace/integrations/active-connections.png?fit=max&auto=format&n=IKCB4f_KBaL0xsjW&q=85&s=c1f4d8e6c47fc743bd1b5684937ae477" width="1920" height="958" data-path="media/workspace/integrations/active-connections.png" />
    </Frame>
  </Step>
</Steps>

<Tip>
  You can also connect Zendesk directly from within the Zendesk app. See [Zendesk
  Integration](/integrations/zendesk) for details.
</Tip>

See [Help Desk Setup](/getting-started/helpdesk-setup) for full setup instructions for both providers.

## Configure your invite policy

Your workspace invite policy controls how new people can join:

* **Private** — only explicit invitations work. Your workspace isn't discoverable.
* **Whitelisted** — people with matching email domains can join directly.
* **Protected** — people with matching email domains can request access, which you'll need to approve.

You can whitelist up to **5 email domains**. See [Invite Policies](/workspace/invite-policies) for more details.

## Next steps

* [Add a project](/workspace/projects) — organize your recordings and links by project.
* [Verify a domain](/workspace/domains) — enable first-party branded recording links.
* [Set up roles and permissions](/workspace/roles-permissions) — learn what each role can do.