Getting Started
Target Role: Owner
Updated Oct 28, 2026 • 4 min read
How to Create Your First Workspace
Step-by-step instructions for provisioning your agency workspace tenant, choosing your workspace subdomain, and establishing your organization profile.
Overview
Your CRDPay workspace serves as the centralized digital command center for your entire agency operations. All client accounts, project milestones, team members, deliverables, and billing records are securely partitioned within your workspace.
Prerequisites
- A verified CRDPay owner account.
- Your agency legal name and desired workspace identifier.
Step-by-Step Instructions
- Log into your CRDPay account at
/login/using your registered email and password. - Navigate to Workspace Creation: If this is your first session, you will be redirected to
/create-workspace/. You can also click your avatar and select Create New Workspace. - Enter Your Agency Details: Input your agency display name (e.g., Helix Creative Studio), default timezone, and operational currency (USD, EUR, GBP).
- Choose Your Workspace Slug: Define your internal routing slug (e.g.,
helixcreative). - Click ‘Create Workspace’: CRDPay automatically provisions your multi-tenant database partitions and loads default workflow lane presets.
Expected Result
You will land on your new Agency Dashboard displaying zero active retainers and an Onboarding Checklist prompt guiding your next steps.
Troubleshooting Tips
If your chosen workspace slug is already taken, you will see a validation warning. Try appending your agency city or -hq (e.g., helixcreative-hq).