Files
zeekay d02e5a72c6 docs: illustrate Hanzo Team as a full user manual with live screenshots
Embed 51 captured screenshots (27 desktop primary + 24 mobile) across 16
feature pages, add a top-level Full manual handbook TOC, and expand the
surrounding prose into step-by-step walkthroughs.

- getting-started: sign-in (email/Google/GitHub/Continue with Hanzo + hanzo.id
  SSO), workbench + app rail, 5-surface launcher, workspace settings
- account: org-grouped switcher, account menu, account settings, wallet +
  Developer/Pro/Plus/Max plans on billing.hanzo.ai, agents/bots as members + DM
- tracker: project navigator, New Issue dialog, issue detail, All Issues
- documents/drive/chat/planner/HR/contacts walkthroughs
- honest desktop-first note; HR (beta) empty state noted plainly
- assets under public/img/<feature>/<view>-<viewport>.png
2026-07-21 15:52:04 -07:00

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---
title: Workspace setup
description: Sign in with Hanzo, create or join a workspace, and invite your team.
---
Getting started with Hanzo Team takes a few minutes: sign in, create or join a workspace, and invite the people you work with.
## Sign in
Hanzo Team uses your **Hanzo account** for authentication — the same identity that works across the Hanzo product suite. On the sign-in screen you can:
- **Continue with Hanzo** — single sign-on through [hanzo.id](https://hanzo.id). If you already have a Hanzo account, this is the fastest path.
- **Continue with Google** or **Continue with GitHub** — federate through your existing Google or GitHub identity.
- **Email and password** — sign up with an email address and password. You can also request a one-time code by email instead of a password.
There are no separate "Hanzo Team" credentials to manage — your Hanzo account is your login everywhere.
> **Note:** If you were invited to a workspace, open the invite link and sign in with any of the methods above. You'll be added to the workspace automatically after signing in.
## Create a workspace
A **workspace** is where your team's projects, documents, and channels live. After signing in for the first time, you'll be prompted to create your first workspace:
1. Enter a **workspace name** (for example, your company or team name).
2. Choose a **region** if prompted.
3. Select **Create workspace**.
Your workspace is created with a default set of apps enabled. You can turn individual modules on or off later in **Settings**.
## Organizations and workspaces
Hanzo Team follows a Slack-style model: you can belong to **multiple organizations**, and each organization can contain **multiple workspaces**. Switch between them from the account switcher at the top of the left sidebar — your session carries across all of them without signing out.
See [Organizations & workspaces](/docs/account/organizations-workspaces) for the full model.
## Invite your team
To invite people to a workspace:
1. Open the account switcher and choose **Invite members** (or go to **Settings → Members**).
2. Share the generated **invite link**, or enter email addresses to send invitations directly.
3. New members sign in with their Hanzo account and land in your workspace.
You can set a member's **role** when you invite them, or change it later. See [Roles and permissions](/docs/advanced-settings/roles) to control what each role can do.
## Workspace settings
Everything about how a workspace behaves lives under **Settings** — open it from the account menu (**Workspace settings**) or the gear at the top right. The list splits into your personal **Account settings** (profile, password, integrations, notifications, calendar) at the top and **Workspace settings** for the whole team below.
![Workspace settings: General, Backup, Owners, Spaces, Text Templates, Classes](/img/settings/workspace-desktop.png)
*Workspace settings: General, Backup, Owners, Spaces, Text Templates, Classes.*
Under **Workspace settings** you'll find:
- **General** — workspace name, icon, and defaults.
- **Backup** — export and restore your workspace data.
- **Owners** — who administers the workspace.
- **Spaces** — the projects, teamspaces, channels, and drives that exist, and who can see them.
- **Text Templates** — reusable snippets you can drop into any message or description.
- **Classes** — the underlying data model, for [advanced customization](/docs/advanced-settings/classes-enums).
**Invite to workspace** and **Usage & billing** sit at the bottom of the same panel, alongside **Select workspace** and **Sign out**.
> **On mobile:** the settings list scrolls in a single column. It's readable, but editing longer forms is easier on a desktop.
![Workspace settings: General, Backup, Owners, Spaces, Text Templates, Classes (mobile)](/img/settings/workspace-mobile.png)
*Workspace settings on a narrow screen.*
## Next steps
- [Learn the basics](/docs/getting-started/learn-the-basics) — get to know the workbench and each app.
- [Usage & billing](/docs/account/usage-billing) — plans, seats, and metering.
- [Mobile access](/docs/getting-started/mobile-access) — using Hanzo Team on the go.