Create or Join a Workspace

What this is

A workspace is your team's shared space in SolarQuant. Every project, screening rule, and deal belongs to a workspace.

Who this is for

- New users setting up their first workspace - Team members joining an existing workspace via invite

What you can do

- Create a workspace : Start fresh with your own workspace (requires phone verification for free trial) - Join a workspace : Accept an invitation to collaborate with an existing team

Steps

Creating a new workspace: 1. Click "Create Workspace" from your dashboard 2. Enter a workspace name 3. Complete phone verification (first workspace only) 4. Choose your plan or start free trial 5. Invite team members

Joining a workspace: 1. Click the invite link sent to your email 2. Sign in or create an account 3. Review and accept the workspace terms 4. You're now a member with the role assigned by your admin

Rules / limits

- Free trial: 1 project, 1 seat - One phone number can only claim one free trial - Workspace names must be unique - You can belong to multiple workspaces

Common mistakes

- Trying to create multiple free trial workspaces with the same phone - Not checking spam folder for invite emails - Joining wrong workspace (double-check the workspace name before accepting)

Related links

- Roles and Permissions Guide - Pricing Plans