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Creating Your First Workspace

This quick-start guide (≈10 min) walks you through creating a brand-new Account in TimeQuip and inviting your team. Follow the steps in order; everything happens inside the Account Settings page (Sidebar → ⚙ Accounts → “New Account”).

1. Name the account

  1. Click New Account. The form opens under General settings.
  2. Enter a clear, max-64-character Account name (e.g. “Acme Marketing Dept”). The field turns red if left empty or too long.
  3. Press Create Account. A toast will confirm creation and you’ll land in the dashboard with your fresh account pre-selected.
2. Fine-tune general details (optional)

You can revisit the General settings section anytime:

  • Update the account’s title — hit Save Changes afterwards.
3. Understand roles & permissions

TimeQuip uses three fixed roles, visible as colored chips next to each member:

  • Owner — full control; each account has exactly one. Cannot be removed by others.
  • Admin — manage users, projects & tasks.
  • Member — create & update their own tasks.
Only users with Owner or Admin rights see User-Management actions.

4. Invite colleagues

  1. In User Management, click the blue Invite User button.
  2. Enter the colleague’s email. Validation follows the pattern [email protected].
  3. Hit Invite. The user appears in a Users pending registration list until they sign up (links in email expire after 72 h).

5. Promote, demote or remove users

  • Click the ✏️ icon to Edit Roles. Check/uncheck Admin or Member as needed (Owner role is immutable).
  • Select the 🗑 icon to Remove a member. Confirmation is required. You cannot remove yourself or the Owner.
Changes save instantly; members will see new permissions on their next action.

6. Best practices

  • Limit Owner role to one person; delegate day-to-day management to multiple Admins.
  • Use distinct accounts for business units that need isolated project boards.
  • Keep your Users pending registration list clean — re-invite or delete stale entries after expiry.
  • Rename the account to reflect organizational changes rather than creating duplicates.
FAQ

Q: I don’t see the User Management panel.
A: Make sure the account is created and you hold Admin or Owner privileges.

Q: Can I transfer ownership?
A: Yes — first promote the target user to Admin, then contact support to convert them to Owner (UI shortcut coming soon).

Happy organizing!

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