This is the first of a short series that takes a new agency from sign-up to a client checking their support balance on their own portal. Follow them in order; each one assumes the last.
Sign up
From the homepage, choose Start free trial. Sign-up has two steps:
- Your work email and a password (twelve characters or more).
- Your name and your workspace name. The workspace name is usually your agency's name. Your clients see it at the top of their support portal unless you set a different portal name later, and you can rename it at any time without breaking links you've already sent.
There's also an optional question about where your support work lives today. It only helps us; skip it if you like.
Choose Create workspace and your 14-day trial starts. No card is needed to start.
What you land on
You arrive on Projects, with a banner across the top counting down the days left in your trial. Billing in that banner takes you to Settings → Billing when you're ready to subscribe.
The sidebar is grouped into:
- Work: My Work, Projects, Service Desk, Planner, Timesheets, Standup, Activity.
- Sales: Prospects, Leads, Quotes, Documents.
- Admin: Organisations and Account Users.
- Account: Settings and your Profile.
You don't need most of it on day one. The rest of this series uses Organisations, Service Desk, Timesheets and Settings.
Before you go further
- Check your timezone. Service desk response times are measured in working hours (08:30 to 17:00, Monday to Friday) in your workspace's timezone. It's set from your browser when you sign up, and you can change it in Settings → Work calendar, where you can also add bank holidays.
- Invite your team from Admin → Account Users whenever you're ready. Your clients never take a seat: they use the portal, which is free.
Next: 2. Add your first client