Create your first workspace
A new account is prompted to create a workspace on first login. Existing accounts can create additional workspaces via the workspace selector in the top navigation.
For background on what a workspace is, see Workspaces.
The setup wizard
Section titled “The setup wizard”Workspace creation runs as a four-step wizard. Each step’s selections can be edited later from workspace settings — none of them are permanent.
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Workspace Info. Enter a workspace name and pick a primary platform — Shopify or Amazon. The primary platform determines which dashboards Brand Overview opens to by default (DTC-first for Shopify, Marketplaces-first for Amazon) and which datasources the next step prioritizes.
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Integrate Datasources. Connect at least one datasource. The wizard prioritizes the primary platform picked in step 1 (Shopify or Amazon) at the top of the list, then surfaces commonly-paired sources — Google Ads, Meta Ads, Klaviyo, Google Analytics 4. Each connection runs an OAuth flow and starts a background sync. Connections can be skipped here and added later from Settings → Integrations.
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Invite Your Team. Add teammates by email and pick a role for each (Admin or Member). Each invite triggers an email. This step can also be skipped — teammates can be invited from Settings → Team at any time.
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Completion. The wizard confirms what’s connected and what’s not, then opens the new workspace’s Brand Overview. Datasources that are still backfilling show a fetching historical data badge in the DATA panel until the initial sync completes.
Naming patterns
Section titled “Naming patterns”| Pattern | Example | Use case |
|---|---|---|
| Brand name only | Acme Co | Single brand, single business |
| Brand + channel | Acme DTC, Acme Wholesale | One brand, multiple channels |
| Brand + market | Acme US, Acme EU | Multi-region operations |
| Client prefix | [ACME] Beauty, [ACME] Pet | Agencies managing multiple clients |
After creation
Section titled “After creation”A new workspace has no datasources, dashboards, Reports, saved Views, or team members. Next steps:
Troubleshooting
Section titled “Troubleshooting”- Creation fails — confirm the name is non-empty and uses standard characters.
- The workspace selector isn’t visible — you may already be inside a workspace. The current workspace name appears at the top of every page.
- Workspace was created with the wrong name — rename it from workspace settings. Workspaces can also be deleted, but deletion removes all datasources, dashboards, and team access.