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Getting Started

Set up your workspace

Complete the initial workspace setup before sending your first client request.

Workspace setup appears before the main app the first time your workspace needs a few required details.

Before you start

You need permission to update the workspace.

Steps

  1. Open CrankHQ and sign in.
  2. On the Set up your workspace screen, review the workspace name.
  3. Enter the Billing email. This should be the email your firm wants associated with billing and workspace notices.
  4. Choose a storage preference:
    • Use Crank-hosted storage if you want to start sending requests right away.
    • Connect external storage later if you plan to connect Zoho WorkDrive, Google Drive, Dropbox, or S3-compatible storage from Integrations.
  5. Click Finish setup.

What happens next

CrankHQ saves the workspace details, marks setup complete, and takes you to the workspace dashboard.

Notes

You can update workspace details later from workspace settings. You can also connect storage later from the Integrations screen.