Create your first workspace

This guide is for a service provider creating its own Engagement account. If someone invited you to their workspace, follow Join an invited workspace instead.

Before you begin

You need an email address you can access and a password of 12–128 characters. Review the current agreements, including the permanent 90-day project deletion policy. The standard trial lasts 14 days, needs no payment card, and does not automatically become a paid subscription.

Create and verify your account

1. Open Engagement and choose Create an account.
2. On Create your provider account, enter Your name, Email address, and Password.
3. If you have a signup offer, enter it in Promo code and select Apply. Read the benefit and redemption deadline shown. See Promotions & discounts.
4. Read and select the agreement and retention acknowledgements, then choose Create account.
5. Open the verification email. On Verify your email, select Continue securely. Opening the email link alone does not complete verification.
6. Follow the workspace setup screen, enter the workspace name, and choose Create workspace.

Your trial starts when you create your first provider workspace. Additional workspaces do not restart it. A valid signup offer may extend the trial duration; it does not expand quotas or retention.

Set up the first piece of work

1. Add a client in Clients. Entering its contact email does not send an invitation.
2. Create a project for that client in Projects. Choose SOW for a dated engagement or Retainer for ongoing monthly work.
3. Add phases and tasks. Set whether tasks are shared or internal before collaboration begins.
4. As a provider admin, invite the client’s admin separately in Roles & invites in the sidebar.
5. Ask the recipient to verify their email if needed and explicitly accept the invitation.

The trial includes one provider person, one workspace, one client, one client member, and one project. Paid plan limits are different.

Verification problems

The link expired or was already used. Verification links last 24 hours and work once. Try signing in first. For a fresh verification email, choose Create an account and enter the same email again. There is no separate resend button in the current form.

No email arrived. Check spam or junk, verify the address you entered, and allow time for delivery. Contact support if the message still does not arrive. Never send your password or verification link to support.

You see an invitation instead of workspace creation. Invited accounts join their provider’s workspace. They do not need their own subscription and cannot create a separate provider workspace from that account.

What happens after the trial

Without a subscription, business editing becomes read-only. You can still view and download accessible project data until each project reaches its own 90-day deadline. Trial expiry does not create a separate workspace-wide deletion date.