Option 1: Create Your First Workspace

If you’re setting up Cynoia for your team, you can create a new workspace in just a few steps.

Steps

1. After signing in, choose Create a workspace

2. Enter your workspace name

3. Choose your workspace Currency ( This choice helps us tailor your billing for the future and cannot be changed later, so please select carefully ).

4. You can add your WhatsApp number to get important updates and get early access to new features

5. Confirm to create the workspace

   

Once created select the workspace / organization and sign in

• You become the workspace owner

• You can invite members

• You can start creating projects, notes, call rooms immediately

  

Option 2: Join an Existing Workspace

If someone has already invited you to a workspace, joining is quick and easy.

Steps

1. Open the invitation email you received

2. Click the Join workspace button

3. Sign in (or create an account if you don’t have one yet)

4. Click Accept invitation and you’ll be added automatically to the workspace

Your access level will depend on the role assigned to you by the workspace admin.

Switching Between Workspaces

If you belong to multiple workspaces, you can switch between them at any time from the workspace switcher in the app.

What’s Next?

Once you’re inside a workspace, you can:

• Invite team members

• Create your first project

• Explore tasks, automation, chat, call rooms, notes, calendar, AI assistant and more …

👉 Next article: Invite Members to Your Workspace

Need Help?

If you didn’t receive an invitation or have trouble joining a workspace, ask the workspace admin to resend the invite or contact support. ( check your SPAM folder in case you didn't receive a notification )