# Set up your workspace

Create a workspace for your team and choose where to start in Complyance. Sign in to your account to answer seven setup questions.

If a colleague invited you, join their workspace instead of creating another one. See [Join from an invitation](https://docs.complyance.io/get-started/invitations/).

## Complete the setup questions

Use **Continue** after each answer and **Back** to change an earlier answer. The final step uses **Create workspace** instead of **Continue**.

### Step 1: Choose your profile type

Choose **Business** if you manage compliance for your own company. Choose **Partner** if you provide tax, accounting or technical services to other businesses.

Your choice changes the questions that follow and which platform opens when you finish.

![Choose your profile, with Partner and Business options. Business is selected.](https://docs.complyance.io/_app/immutable/assets/profile.IJpBvh4n.webp)

Choose who you are setting up for: your own business or your clients.

### Step 2: Choose your role

Select the role closest to your day-to-day work. For a business, the choices include **Finance / Tax**, **Operations**, **Developer / IT**, **Leadership** and **Other**.

Partners see a different set of roles, such as **CA / Tax Advisor**, **Accountant** and **IT / Developer**. This question describes your work; it is separate from the access role you choose when inviting teammates.

### Step 3: Describe your business or firm

For a business, select your industry, such as **Retail**, **Manufacturing** or **Professional Services**.

For a partner, select the type of firm, such as **Accounting Firm**, **System Integrator** or **ISV**. An ISV is a software provider building invoicing into its own product.

### Step 4: Choose your business size

For a business, choose the range that matches your number of employees. For a partner, choose the number of clients you manage today, not the size of your own team.

### Step 5: Select your countries

1. Select each available country where you operate. Use **Search countries…** to find a country in the list.
2. In your selected countries, click the one you want as your primary country. It should show a **Primary** badge. If you select only one country, it becomes primary automatically.
3. Choose **Continue**.

![Country selection with UAE and Saudi Arabia selected. UAE has the Primary badge; Belgium, Germany and Malaysia remain available below.](https://docs.complyance.io/_app/immutable/assets/country.B1XIAojR.webp)

You can select several countries, but only one is primary.

Choosing a country here does not register your company for e-invoicing. Company onboarding comes after workspace setup.

### Step 6: Choose your current software

Select the ERP or accounting system you use today. The available choices depend on whether you chose **Business** or **Partner**.

If your system is not listed, choose **Other** and enter its name in `Which software are you using?`. You need to fill in that field before continuing.

This step records your current software. It does not connect that system or import your invoices.

### Step 7: Name and create your workspace

1. Enter a `Workspace Name`, such as **Acme Trading**. This is the name of your team’s shared space, not the company registration form.
2. Review the suggested `Workspace URL`. For example, **Acme Trading** suggests `acme-trading`. You can edit the address before creating the workspace.
3. Add the optional details you want, then choose **Create workspace**.

![Create your workspace form with Acme Trading as the name, acme-trading as the URL, an optional logo upload and an empty team invitation row.](https://docs.complyance.io/_app/immutable/assets/workspace.kX6z_7nC.webp)

The name and URL are required. The logo and team invitations can be left empty. Example details shown.

To add a logo, choose **Upload**. The screen recommends a 256 × 256 px image; keep the file at or below 700 KB.

To invite teammates, enter their email addresses under **Invite Team Members** and choose a role for each: **Admin**, **User** or **Guest**. **User** is selected by default. To invite an **Integrator**, for someone who only sets up your integration, use [User Access Management](https://docs.complyance.io/one-platform/invoice-portal/settings/#invite-teammates) after setup. Choose **Add another member** for another row. Leave the email fields empty if you are not ready to invite anyone.

Partners can also enter a `Company Website`. This is optional.

## Where you land

- A **Business** profile opens the One Platform dashboard, unless you chose **Developer / IT**.
- A **Business** profile with **Developer / IT** opens the Developer portal.
- A **Partner** profile opens the Partner Platform, including partners who chose **IT / Developer**. Partners who selected **ISV** open the ISV dashboard.

You should leave the setup questions and see the appropriate dashboard or portal. If you are asked to sign in again after creating the workspace, sign in with the same account.

## If something goes wrong

### Continue is unavailable

Check that you selected an answer for the current step. On **Country**, you need at least one selected country and a primary country. On **Software**, choosing **Other** also requires a software name.

### Create workspace is unavailable

Check that both `Workspace Name` and `Workspace URL` contain a value. A logo, team invitations and a partner website are not required.

### The logo is too large

Use an image at or below 700 KB, or leave the logo out and add it later in workspace settings.

## Next step

[Onboard your first company](https://docs.complyance.io/get-started/company-onboarding/). You need it to send real invoices.

Source: https://docs.complyance.io/get-started/workspace-setup/