How to set up your Tideflow workspace

Before your team can start collaborating in Tideflow, you'll need to configure your workspace. This article walks you through the setup steps to ensure everything is ready for projects, tasks, and users.

Step 1: Create your workspace

If you haven’t yet:

1. Go to tideflow.com/signup and sign up.
2. Name your workspace — this is usually your company or team name.
3. Choose your timezone and preferred workspace language.

Step 2: Invite your team

1. In the left sidebar, click Team Settings > Invite Members.
2. Enter their email addresses or share the invite link.
3. Assign each person a role (Admin, Member, Viewer).

Step 3: Customize your workspace settings

1. Go to Workspace Settings.
2. Set your default task statuses (To Do, In Progress, Done, etc.).
3. Upload your logo (optional) and adjust branding.

Step 4: Configure access and permissions

1. Define who can create projects and workflows.
2. Use roles to limit access to sensitive areas.
3. Turn on SSO if your plan supports it.