First-time workspace setup: from signup to shared workspace
This guide walks you through the complete first-time setup path in ISMS Copilot: from your default workspace after signup, to creating or joining a team, to inviting teammates and collaborating in a shared workspace. Follow this guide once, and you will be ready to work on compliance projects alone or with your team.
What happens when you sign up
When you create your ISMS Copilot account, two things happen automatically:
Your personal account is created with a Free tier plan
A workspace called "My First Workspace" is created for you
Your default workspace is ready to use immediately. Click it in the sidebar to start organizing your compliance work.
Rename your default workspace to something descriptive before you add conversations. For example, "ISO 27001 Implementation" or "SOC 2 Audit Prep". This keeps your work organized from the start.
Your first workspace: personal use
Workspaces separate your compliance work by project, client, or framework. Each workspace maintains its own conversation history, persona, and project instructions.
Configure your default workspace
Click your workspace in the sidebar, or go to View all workspaces
Click Edit on the workspace card
Rename it to match your project
Set a Default Persona (Default, Implementer, Auditor, or Consultant)
Add Project Instructions with your industry, framework scope, and output preferences
Click Save Changes
For detailed guidance on personas and project instructions, see How to create and set up your first workspace.
Create additional workspaces
You can create more workspaces to separate different projects or clients. Use one of these methods:
Sidebar: Click Add workspace or the + button in the Workspaces section
Workspaces page: Click View all workspaces, then click Add or +
Header dropdown: Click the workspace dropdown, then Create new workspace
Enter a descriptive name and click Create Workspace. You will see a confirmation: "Workspace created".
Creating workspaces is available on all plans, including Free. The Free tier includes personal workspaces. Team collaboration requires a paid plan.
When you need collaboration: create a team
If you work with colleagues or clients on compliance projects, create a team to enable shared workspaces. You only need one paid subscription—create a team and invite teammates as seats. Teams are available on paid plans only.
Create your organization and team
Open Settings
Select the Team tab
Create your organization
When you create a team, ISMS Copilot automatically creates a default shared workspace named after your team. This workspace is visible to all team members.
You can only belong to one organization at a time. If you already belong to an organization, you cannot create another one.
For the full team creation workflow and shared workspace details, see Use Teams and shared workspaces.
Invite teammates to your team
Only the organization owner can send invitations.
Send invitations
Go to Settings → Team
Enter your teammate's email address
Send the invitation
Each teammate receives an email with an invitation link. Pending invitations appear in the Team tab so you can track or manage them.
Invitations can fail if the team is full, inactive, already has a pending invite for that email, or if you try to invite someone who already belongs to another organization.
What your teammates see after they accept
After a teammate accepts an invitation:
They gain access to your team's shared workspaces
Shared workspaces appear with a Shared label
If your team has a default shared workspace, they can start there immediately
For complete organization membership rules and invitation management, see Manage organizations and team invitations.
If someone invited you to join a team
If you received an invitation email to join an existing team, follow the accept flow instead:
Open the invitation email
Click the invitation link
Sign in, or create your account with the same email address that received the invite
Complete the Accept invite flow
After acceptance, you will see the team's shared workspaces in your workspace list. For the complete walkthrough, see Accept a Teams invitation.
You must use the same email address that received the invitation. If you sign in with a different email, the invitation will not work.
Quick reference: setup paths
Your situation | Start here |
|---|---|
I just signed up and want to work alone | Use your default "My First Workspace" or create additional workspaces from the sidebar |
I want to collaborate with teammates | Create an organization in Settings → Team, then invite teammates by email |
I received an invitation to join a team | Click the link in your invitation email and accept with the same email address |
I want to manage multiple clients or projects | Create a separate workspace for each client or project from the sidebar or Workspaces page |
Next steps
How to create and set up your first workspace — detailed persona and project instructions guidance
Organizing Work with Workspaces — editing, deleting, and advanced workspace management
Use Teams and shared workspaces — team features, shared workspace behavior, and billing
Manage organizations and team invitations — membership rules and invitation management