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.
Find step-by-step guides, tutorials, troubleshooting resources and answers to your CRDPay questions.
Browse organized technical topics, platform capabilities, and administrative workflows.
Password recovery, multi-tenant database isolation, session security, and data privacy.
Information on self-service tiers, Paddle Merchant of Record compliance, and custom Enterprise quotes.
Technical instructions for configuring custom agency CNAME domains, automated SSL, and SMTP notifications.
Best practices for onboarding clients, configuring dedicated portals, and setting up secure guest access.
Transform vague emails into structured production briefs and capture formal one-click client sign-offs.
Learn how to set up your agency workspace, configure branding, and invite team members.
Structure your design sprints, manage milestone pipelines, and delegate tasks on Kanban boards.
Manage specialist invitations, role-based access control, and workspace security boundaries.
Everything you need to know about live task stopwatches, billable hours, and generating timesheet exports.
Quick self-service diagnostic guides for authentication errors, missing invitations, and file uploads.
Follow our recommended 7-step onboarding sequence to launch your agency command center, invite clients, and run productive delivery sprints.
Provision your agency tenant, set default currency, and choose your slug.
Upload vector logos, set favicons, and select brand accent palette.
Bind projects to client accounts and define target deadlines.
Establish phase-gated sprints and organize Kanban task lanes.
Invite internal specialists and configure role-based permissions.
Provision unlimited free client guest logins with private access.
Upload proofs, collect point-and-click pin comments, and capture formal one-click client sign-offs.
Handpicked documentation articles most frequently referenced by active agency operators.
Step-by-step instructions for provisioning your agency workspace tenant, choosing your workspace subdomain, and establishing your organization profile.
Learn how to bind projects to client accounts, configure phase-gated milestones, establish target completion dates, and manage hourly budgets.
Create visual sprint tasks, assign specialists, attach subtasks, set priorities, and link cards to client milestones.
Invite designers, developers, and project managers while managing granular role-based permissions and seat quotas.
Publish design proofs, copy decks, and staging links to the client portal with one-click approval workflows.
Master agile sprint delivery with drag-and-drop lanes, priority tags, subtask checklists, and capacity indicators.
Documentation tailored for agency leadership, creative specialists, and external client guests.
Governance, client workspace provisioning, milestone budgets, custom CNAME domains, and timesheet exports.
Sprint task management, live stopwatch tracking, deliverable staging uploads, and internal discussion notes.
Reviewing deliverables, placing point-and-click pin comments, granting formal sign-offs, and submitting briefs.
Immediate diagnostic resolutions for authentication, invitation deliverability, and file limits.
Fix expired tokens, reset forgotten passwords, and resolve cookie conflicts.
View Troubleshooting Guide →How to resend onboarding invitations or copy direct activation links.
View Troubleshooting Guide →Resolve storage quota limits, supported file types, and upload timeouts.
View Troubleshooting Guide →Configure SPF/DKIM DNS records and verify white-label SMTP settings.
View Troubleshooting Guide →Diagnose DNS propagation and automated SSL certificate generation.
View Troubleshooting Guide →Understand tax compliance, payment receipt downloads, and tier upgrades.
View Troubleshooting Guide →Can't find what you are looking for in our documentation? Contact our specialist support team for technical, billing, or onboarding guidance.