Create a workspace
A workspace holds all the clients, projects, tasks and documents for you or your team. The setup wizard asks one thing at a time, and most of it can be skipped.
Right after you sign up
New accounts start on "Create your profile". Enter a display name and optionally upload a photo. This name appears to your team and on documents you send, and you can change it anytime. Next, you'll create a workspace.
Wizard steps
- 1
Answer "How will you use this workspace?" by choosing "For my team" or "For personal use". The workspace is created as soon as you choose.
- 2
"Choose your main currency": the default currency for invoices, proposals and contracts.
- 3
"Invite your teammates" (team workspaces only): enter email addresses or click "Copy invite link".
- 4
"Invoice issuer details": the name, tax ID and logo printed on the invoice header. Leave it blank to use the workspace name.
- 5
"How would you like to get paid?": add PromptPay, a bank account or crypto so clients can pay straight from the invoice.
- 6
"Choose a plan", then click "Get started".
If you close the wizard partway, the workspace you already created stays. Anything you skipped can be set later in Settings.
Add another workspace
Click the workspace name at the top left of the sidebar and choose "Create workspace". The same wizard opens. You can invite people to any workspace.
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Find your way around the sidebar
The sidebar on the left takes you to every part of Tuhmo, from your Overview to clients, projects and money documents.