Creating a Workspace

A workspace is where your team keeps its chats, tasks, files, and financial records.

From the Dashboard#

When you first sign up with no workspaces, you'll see a choice: Create a Workspace or Join a Workspace.

Click Create a Workspace to begin.

Step 1: Workspace Details#

1. Click the workspace selector (top of the sidebar) → Create Workspace
2. Enter a Workspace Name (required)
3. Add a Description (optional)
4. Click Continue to Plan Selection

Step 2: Choose a Plan#

Select from the available tiers:

• Personal — €9/mo, 1 seat, 50 GB storage. Best for solo users.
• Standard — €45/mo, 5 seats, 150 GB storage. Best for small teams.
• Team — €450/mo, 80 seats, 2 TB storage. Best for growing organizations.
• Enterprise — Custom pricing, unlimited seats and storage. Best for large organizations.

Enterprise plans require contacting support@lyniti.com. No self-serve checkout.

Complete Payment#

After selecting a plan, you're redirected to Stripe Checkout to enter payment details. Once payment is processed, your workspace is created immediately.

Quick Create from Sidebar#

For existing users, the sidebar workspace selector has a Create Workspace option. This opens a modal with:

• Workspace Name
• Description
• Logo upload (optional)

The same plan selection and billing flow applies.

After Creation#

Your new workspace appears in the workspace selector. From here you can:

• Invite team members
• Set up roles and permissions
• Start using Tasks, Chat, or Bookkeeping