Workspace setup

Before your team collaborates in Elevale, an administrator should complete these workspace setup steps after accepting an invitation or creating a workspace.

Workspace profile

• Open Workspace Settings from the sidebar footer.

• General tab - confirm workspace name, timezone, and preferences.

• Organisation branding - logo and brand colours are managed at organisation level by admins; they apply across reports and shared links.

• Billing tab - review subscription, AI wallet, and payment details if you manage the account.

Roles and access

• Assign workspace admins who can invite users, manage billing, and configure integrations.

• Use custom roles in Workspace Settings when you need fine-grained access to wiki, OKRs, tasks, or KPIs.

• Consolidated roles are Admin, Editor, and Viewer; Editors can create and update most content.

• Deactivate members who leave the organisation to preserve audit history safely.

Recommended next steps

• Complete your Strategic Direction business brief.

• Create default wiki folders for policies and procedures (Professional+).

• Follow Inviting your team to add colleagues.