For Organizations
Set up your workspace, invite your team, manage roles and permissions, and roll instaSpace out across your firm.
These lessons are for owners and admins setting instaSpace up for a team. They cover everything from naming your workspace to driving adoption across a firm.
Setting up your workspace
Name your org and configure the basics.
Inviting your team
Add members and assign roles.
Roles & permissions
Control who can do what.
Teams & shared access
Group members and share playbooks and documents.
Rolling out to your firm
A practical adoption playbook.
Evaluating instaSpace for your organization? Pair these with Security & Compliance.