Create your workspace

A workspace is the shared home for your team’s members, records, tasks, meetings, integrations, and billing. Create one for a team that needs to work with the same information. If a colleague has already set it up, ask for an invitation before creating another workspace. Before you begin: sign in to the account you plan to use for work. Decide on a recognizable team name and have the email addresses of your first teammates ready. You can send invitations later.

Set up the workspace

Choose Create workspace from the workspace picker, or follow setup after signing in for the first time. Setup has five steps. The screenshots below use Convex as an example workspace; enter your own details. The product preview beside each form illustrates how Kato looks as you work through setup.

Introduce yourself

Enter Your name so teammates can recognize you. You can upload a profile photo and optionally select your role and team size. Choose Continue when you are ready.

Create your workspace

Enter a recognizable Company name and add your Company website if applicable. Kato uses the website’s favicon unless you upload a company logo.Review the suggested Workspace handle, which identifies the workspace in its URL. Check the availability message and choose a different handle if needed, then select Continue.

Share how you heard about Kato

Select the source that best matches how you found Kato, then choose Continue. This question is optional: select Skip for now to move on without answering.

Invite collaborators

Add each teammate’s work email and choose their role using the dropdown beside the address. Select Add more for additional people. Check the addresses and roles, then choose Continue, or Skip for now to set up the workspace on your own.This step prepares your collaborator list. Invitations are sent after you choose Pro and confirm them at the end of setup.

Choose your plan

Review the plan options and choose Continue with Free to start on your own, or Start Pro trial for team collaboration. Review the trial and billing terms shown before completing Pro checkout. You can change your plan later.If you choose Free, setup opens your workspace without sending invitations. After Pro checkout, return to setup. Once the plan is active, select Send invitations & open workspace to send your prepared invitations, or Open workspace without sending invitations to do that later.

Manage invitations after setup

On Pro, open Settings → Members and choose Invite team members. Check the email address before sending. Invitations belong to the workspace where you create them; inviting someone to another workspace does not grant access to this one. A pending invitation is different from an active member. Confirm that the recipient has accepted and appears as an active member before expecting them to participate in workspace work. See member management for resending invitations and reviewing roles.

Check the setup with one real example

Use this first-session checklist on your own, or with a teammate after they accept an invitation:

Confirm that you are in the intended workspace. If working together, check that your teammate sees the same workspace name.
Open an existing object and agree on what belongs in it.
Add one real task with a useful title and assignees.
Open the task again and check its status, due date, and description.
Decide who needs to connect a calendar for upcoming meetings.

You do not need to import all historical records or build automations before this check. The goal is to verify a small, useful workflow together.

Switch workspaces deliberately

Use the workspace switcher in the sidebar when you belong to more than one workspace. Check the selected workspace before adding records, connecting an integration, or sending invitations. Those actions need to happen in the place where your team will use the result.

If setup does not look right

Problem	What to check
Continue is unavailable	Enter the company name and handle; resolve any handle availability or form error.
Collaborators have not received invitations	Adding emails during setup only prepares the list. Finish Pro checkout and confirm Send invitations & open workspace, or invite them from Members later.
Pro checkout finished but setup is waiting	Select Refresh plan status on the return screen, then finish setup once the plan is active.
A teammate cannot see the workspace	Confirm the invitation email, acceptance, and the account they signed in with.
You created a second workspace accidentally	Switch to the intended one before adding more data. Do not assume the two will share records.
You cannot find member controls	Ask a workspace owner or administrator to check your access.

Next step

Create your first useful task

Turn a real piece of work into a task someone can confidently pick up.

​Set up the workspace

​Manage invitations after setup

​Check the setup with one real example

​Switch workspaces deliberately

​If setup does not look right

​Next step