Create your first workspace

All the features of Vieolo and its modules are accessible through workspaces. You need to be a member of a workspace, either by creating one or getting invited to an existing workspace. This page provides a short overview of creating your first workspace.

Before we start, you need to keep in mind that the usage of your account is calculated as the sum usage of all the workspaces you own. If you are a regular member of a workspace, the usage of that workspace will not be counted toward your billing.

The creator of the workspace is the owner of the workspace. The owner has all the possible permissions and the highest level of access.

Each workspace is isolated and does not share any data with other workspaces, even if the owners are the same. So, you can rest assured that by being a member of a workspace, no one can access the data of your other workspace.

If you are a new user, after verifying your email and confirming your preferences, you will be prompted to add your first workspace. If you are already a member of a workspace, you can create a new one by visiting the list of workspaces.

Personal vs. Business workspaces

A personal and a business workspace share many similarities but provide different functionalities in different modules and situations. Subsequently, some of the features that are designed for businesses will not be available for personal workspaces and vice versa.

Due to the differences in ways the data for personal and business workspaces are processed, you cannot convert one type of workspace to another.

Both personal and business workspaces can have multiple members.

Name and company/personal name

The name of the workspace is the short internal name that you use to identify the workspace. The name of your workspace will only be displayed to its members and will not be used in communications. The official name of the workspace (whether for a company or person) is the name that will be used for external communication, billing, and correspondence.

For private uses, the official name may not be important, but for businesses and freelancers, the correctness of the official name is crucial. For business workspaces, the company name can be entered directly below the workspace name. For personal workspace, to declutter the interface, we have moved the legal name to the contact information tab.

Country and currency

The country of your workspace determines many of the preferences of your workspace, including some of the features that may be offered to handle the local regulations and compliance.

The currency you select here is the primary currency of your workspace and will be used as the default currency for all of the modules. Vieolo provides different mechanisms for exchanging different currencies, and will use the currency you select as the base currency of your workspace.

You can select currencies unrelated to the country of your workspace. For example, you can use USD while the country of your workspace is Germany. This practice is not encouraged, but nevertheless possible.

Other preferences

You can further change your workspace preferences through the tabs at the top of the workspace form. Every preference that you select will be applicable in your workspace handles the incoming and outgoing data, independent of the preferences of your account.

For example, you might set the language of your account to English while the language of your workspace is set to, let’s say, German. While the interface will be displayed to you in English, any document generated by your workspace will be in German.

Saving the workspace

After setting the initial name and preferences, you can click on the save button and start using your workspace.

On the next page, we will look at how to invite others to your workspace.