{"id":7562,"date":"2025-09-22T10:19:52","date_gmt":"2025-09-22T10:19:52","guid":{"rendered":"https:\/\/plaky.com\/help\/?p=7562"},"modified":"2026-02-24T14:28:36","modified_gmt":"2026-02-24T14:28:36","slug":"onboarding-guide-for-workspace-owners-and-admins","status":"publish","type":"post","link":"https:\/\/plaky.com\/help\/getting-started\/onboarding-for-new-users\/onboarding-guide-for-workspace-owners-and-admins\/","title":{"rendered":"Onboarding Guide for Workspace Owners and Admins"},"content":{"rendered":"\n

In this onboarding guide, you will learn how to create a Plaky workspace, organize your Boards and Spaces, and invite team members.<\/p>\n\n\n\n

<\/rect><\/mask><\/path><\/g><\/svg>Note<\/span><\/div>
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If you are new to Plaky, check out our article on how to get started using Plaky<\/a>!<\/p>\n<\/div><\/div>\n\n\n\n

Register and create a workspace<\/h2>\n\n\n\n

The first step in creating a workspace is to register on Plaky.<\/p>\n\n\n\n

    \n
  1. Open the Plaky sign-up<\/strong><\/a> page<\/li>\n\n\n\n
  2. Continue with Google\/Apple\/Microsoft\/email<\/strong>
    \"sign<\/li>\n\n\n\n
  3. Enter the verification code<\/strong> sent to your email
    \"\"<\/li>\n\n\n\n
  4. Enter your name<\/li>\n\n\n\n
  5. Enter your Organization name<\/strong> (this name will be used for your workspace)<\/li>\n\n\n\n
  6. Agree to CAKE.com Terms of Use<\/strong><\/li>\n\n\n\n
  7. Click Continue<\/strong> to complete the registration
    \"\"<\/li>\n<\/ol>\n\n\n\n

    Once you have registered and created a workspace, you can proceed to invite team members.<\/p>\n\n\n\n

    Invite members to your workspace<\/h2>\n\n\n\n

    With Plaky, you can easily invite team members to join your workspace and collaborate with them. Here\u2019s one way to invite team members:<\/p>\n\n\n\n

      \n
    1. Click on the Invite members<\/strong> button in the top right corner<\/li>\n\n\n\n
    2. Write down the email you want to invite<\/li>\n\n\n\n
    3. Select Member<\/strong> or Viewer<\/strong> role<\/li>\n\n\n\n
    4. Click on Invite<\/strong>
      \"\"<\/li>\n<\/ol>\n\n\n\n

      Once you have invited a new member, they will receive an invitation email. When a new user opens the invitation email, they can use it to register on Plaky and join the workspace. <\/p>\n\n\n\n

      The invitation link expires after 7 days, so remember to notify your users when you send them an invitation.<\/p>\n\n\n\n

      Manage Spaces<\/h2>\n\n\n\n

      Space is a central place where you can create projects and tasks. Every Space has at least one Board, which includes Items in it. You can manage a Space by accessing the menu and clicking on the three dots next to the Space.<\/p>\n\n\n\n

      \"\"<\/figure>\n\n\n\n

      Here\u2019s what you can do:<\/p>\n\n\n

      \n\t\t\t
      \n\t\t\t\t
      \n\t\t\t\t
      Add space subscriptions<\/strong><\/div>\n\t\t\t<\/div>
      \n\t\t\t\t
      Choose an open or closed space<\/strong><\/div>\n\t\t\t<\/div>
      \n\t\t\t\t
      Set a default space<\/strong><\/div>\n\t\t\t<\/div><\/div>\n\t\t\t<\/div>\n\t\t\t
      \n\n

      You can subscribe members to a Space by writing their name in the Space subscription field. Space subscribers are recognized as members and can access Boards and Items within that Space.
      \"\"<\/p>\n\n\n\n

      If you want to learn more about Space permissions, check our article<\/a>.<\/p>\n\n<\/div>

      \n\n

      A space can be open or closed. Open space can be accessed by all members of the workspace, while a closed space is available only if a member is invited to it. Here\u2019s how to change a space type:<\/p>\n\n\n\n

        \n
      1. Click on the three dots<\/strong> next to the space name<\/li>\n\n\n\n
      2. Hover over Change space type<\/strong><\/li>\n\n\n\n
      3. Select if you want Open\/Closed<\/strong>
        \"\"<\/li>\n<\/ol>\n\n<\/div>
        \n\n

        When you log into Plaky, the first space you will see is the default space. You can change which space will be the default by following these steps:<\/p>\n\n\n\n

          \n
        1. Choose a space<\/li>\n\n\n\n
        2. Click on the three dots<\/strong> next to the space name<\/li>\n\n\n\n
        3. Click on Set as default space<\/strong>
          \"\"<\/li>\n<\/ol>\n\n<\/div><\/div>\n\t\t<\/div>\n\n\n

          Add a Board and invite Board members<\/h2>\n\n\n\n

          Boards are an integral part of every Space, and they contain multiple Items and Subitems, which are organized into Item groups. Imagine a Board being a larger project that you and your team are working on. For example, if you have a Space dedicated to marketing, you can have a Board for your social media tasks.<\/p>\n\n\n\n

          To add a new Board, click the + icon<\/strong> below your Space and then hover over New board. <\/strong>You can create a new Board in 3 ways:<\/p>\n\n\n\n