Account & Workspace Setup

Create your account

Navigate to productivityworkbench.com and click Get Started. Enter your name, email address, and a secure password. You'll receive a verification email — click the link to activate your account.

Create your first workspace

After email verification you are taken to the Workspaces screen. A workspace is an isolated environment for your team. Click Create Workspace and provide:

• Name — your product or team name
• Description — the scope or remit of that workspace
• Tier — Free, Business, or Enterprise
• Optional sample data — useful for evaluation and onboarding

Invite team members

Go to Admin → User Administration. Click Invite User and enter their email address. They will receive an invitation link. Newly invited users default to the Contributor role.

Configure roles & permissions

Navigate to Admin → Access Matrix. Each role (Admin, Product Owner, Contributor, Viewer) has a default set of page-level permissions. You can customise these to control exactly who can read and write each area of the app.

Customise branding

Go to Admin → Branding to set your workspace colours, navigation icons, and card styles. Changes apply instantly and are visible to all workspace members.