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How do I create a Workspace?
Noah Reid avatar
Written by Noah Reid
Updated over a week ago

This article will walk you through creating a Workspace. A Workspace is a great way to provide budgets to Workspace Members for recognizing colleagues. If you'd like more information about what type of account would work best for your needs, Personal Accounts vs Workspace Accounts, please see the following article here!

1. Login to your account.

2. Navigate through Workspaces > Manage Workspaces.

3. Click Create new Workspace.



4. Select your Head Office location to determine the default billing currency of your Workspace account and click Continue.

5. Enter a Workspace Name and make sure that the Default Gift Currency is correct for your Workspace.

6. Enter Workspace Members individually by typing their email address and clicking Add Member.

Alternatively, you can create the Workspace with just you as the member and then load multiple members at once by using the Upload list option on the Manage Members page. You can always add other Workspace Members later.

7. Click Create Workspace to save changes.

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