Create your first workspace
Walk through the four-step setup: name your workspace, pick the apps you need, invite your team, and choose a plan.
Updated May 5, 2026
A workspace is the home for your team in clustra. Each workspace has a branded subdomain, its own member list, role-based permissions, and a set of installed apps. You can belong to as many workspaces as you need.
The four-step setup
Open the dashboard and start the “Create workspace” flow. The dialog walks you through four steps and resets if you cancel — your progress is held only in memory until you submit.
- 01
Name your workspace
Pick a name (3 characters minimum). Optionally upload a logo — square images render best. Your workspace URL is generated from the name plus a short suffix.
- 02
Pick your apps
Select at least one of: Plan, Notes, DMS, Calendar, Recap, Chat. You can install or uninstall apps anytime from workspace settings — nothing is locked in.
- 03
Invite your team
Enter teammate emails one by one, or paste a comma-separated list. Each invite gets a default role (viewer) which you can change to editor or administrator before sending.
- 04
Choose a plan
Free works for individuals and small teams. Pro and Business unlock the full suite, governance, and support — both include a 14-day free trial. You can downgrade to Free anytime.