Team Setup

Getting your team onto Heyweek means everyone shares the same projects, files, and time data — with the right access for each person. This guide covers creating the workspace, inviting members, setting roles, organizing your people, and establishing shared projects and communication so the team can hit the ground running.

Create the workspace

The workspace is the shared home for your whole team. Everything created inside it — projects, clients, files, and reports — is available to the members you invite.

1. Create a new workspace and give it your team or company name.
2. Add your business details so they're consistent across invoices and shared documents.
3. Set defaults like currency and time zone so the whole team sees the same numbers.

Invite members

Bring your team in so they can start collaborating.

1. Open your people or members settings and invite teammates by email.
2. Send invites in a batch if you're onboarding several people at once.
3. Ask new members to accept their invitation and complete their profile.

Set roles and access

Roles keep sensitive areas, like finances, limited to the people who need them while still letting everyone contribute to the work.

1. Assign each member a role appropriate to what they do.
2. Review which areas each role can reach — for example, who can manage invoicing versus who only tracks time.
3. Adjust access as responsibilities change over time.

Organize your people

A bit of structure makes a growing team easier to navigate.

• Group members into teams that mirror how you actually work.
• Keep profiles up to date so it's clear who does what.
• Use your people directory to find the right person quickly.

Establish shared projects and communication

With the team in place, set up the work and the channels around it.

1. Create shared projects and assign members to the tasks they own.
2. Keep deliverables in project files so everyone works from the same source.
3. Use built-in messages and notes to keep discussion attached to the work it's about.

Next steps

• Team Setup — the full reference for configuring your team.
• Teams — how teams, roles, and access work in detail.
• Project Workflow — run a shared project from kickoff to delivery.