Getting Started with Workspace

A workspace is the center of your work, where you can use our products to run your operations, from managing tasks to handling invoices, all within your dashboard. Follow these steps to get started

Create your workspace

1. Login to your Sontre Account

2. Go to https://sontre.id/console/

3. Click "Create New" Button

console page

1. Input your workspace name (e.g. SOEDJA Agency) in Workspace > name column.

2. Feel free to customize your workspace by click toggle > "Personalize Your Workspace" , from the colors to the logo and icons.

example for customization

1. Once completing all informations, click > "Create a workspace" Button.

2. And voilà! Your workspace is created. Click the card to visit your own workspace

Workspace created

Workspace Detail

Notes : 1. Your 14-day free trial will be applied automatically to this workspace. 2. Make sure that you have enough quota within your personal workspace limit. To learn more, click here

Inviting people to work in your workspace is the most recommended step you should take before diving into any of our products. To do that, please follow these steps

Manually invite people to your workspace

1. Go to your workspace https://sontre.id/workspace/@your_workspace_name

2. Click "Manage Team" Button

button manage team

1. Click "Share Invitation" > and input your team's email Address

2. Assign role to the person you've invited and > Click icon "+"

Screen Invitation

Ask people to send request to join your workspace

The easiest way to invite people to join your workspace is by requesting access. Simply share your workspace link and ask them to create an account, then request access to it. We'll guide you through the steps.

1. Click "Manage Team" Button in your workspace

2. Copy workspace link by click the icon

Link workspace in manage team

1. Share to anyone you want to invite, and asked them request an access from there.

This is your workspace login portal when they open your workspace link.

Your workspace login portal

How to Request Access to Join Someone's Workspace

1. Click "Create Account" Button

2. Complate all informations and click "Sign Up with Email"

3. After completion, you will be automatically directed to a screen to request access.

screen to request access

1. Click "Request Permission" Button

2. Then wait for the owner of workspace accepting your invitation

Waiting for approval screen