How to create a workspace in Vieolo
Create a personal or business workspace and set its name, country, currency, contact details, and preferences.
To create a workspace in Vieolo, click "Add a workspace", choose whether it is a personal or business workspace, enter its name, country, and currency, and save. Everything else, such as contact details and tax IDs, is optional and can be added later. You become the owner of every workspace you create.
New users are asked to create their first workspace right after signing up. If you already have a workspace, you can add another one from your list of workspaces at any time.
Before you start
- The type cannot be changed later. Decide whether the workspace is for a person or a company before you save it. See Personal vs. business workspaces.
- Workspaces count toward your plan. As the owner, you take one member seat in each workspace you create, and the usage of all your workspaces is added together. See Plans and usage.
- Each workspace is isolated. Members, entries, connections, and settings are never shared between workspaces.
Create the workspace
- Click "Add a workspace".
- On the "Detail" tab, select the "Type": "Personal" or "Business".
- Enter the "Workspace Name". This is the short name you and your members see in the app.
- For a business workspace, enter the "Company name", the registered name of the company.
- Select the "Country" and the "Currency".
- Optionally fill in the "Preferences", "Contact info", and "Financials" tabs.
- Click "Save".
The workspace form
Detail
The "Workspace Name" is internal. It is only shown to the members of the workspace and is never used in external communication.
The official name is the name used toward the outside world, for example on documents and in billing. For a business workspace, it is the "Company name" on the "Detail" tab, which should match the registered name of the company, including its legal form such as Inc., LLC, or B.V. For a personal workspace, it is the "Legal name" on the "Contact info" tab, which is usually your full legal name.
The "Country" is used to adapt some features to local rules. For example, RePloyee offers presets for the country of your workspace first. The "Currency" is the main currency of the workspace and the default for every amount you enter. You can choose a currency that is not used in your country, but it is rarely a good idea.
Preferences
The "Preferences" tab holds the language, date format, time format, and first day of the week of the workspace. They are filled in from your account preferences, and you can change them.
Workspace preferences are separate from your personal account preferences. Your account preferences decide how the app is shown to you, while the workspace preferences are used for what the workspace sends out. For example, your app can be in English while the emails the workspace sends to your accountant are in German.
Contact info
The address, website, email, and phone number of the workspace. For a personal workspace, this tab also holds the "Legal name".
Financials
The "Registration ID", "Tax ID", and "VAT ID" of the workspace. They are optional, but a business workspace needs them before it can activate the strict auditable mode.
After creating the workspace
You can open the workspace and start using its modules right away. Common next steps are inviting your team and setting their permissions. You can change any field except the type later by editing the workspace. If the strict auditable mode is active, the official name, country, currency, and financial IDs are locked.
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