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Getting started

Create a workspace

Create a new Layr workspace, become its owner, and understand roles.

A workspace is where your product lives in Layr. It holds your connected tools, the evidence gathered from them, the opportunities Layr surfaces, and the people you work with. When you create a workspace, you become its owner.

Creating vs. joining

Create a workspace when you are setting up Layr for your product or team. If a teammate already runs a workspace, you probably want to join theirs instead of starting a new one.

Before you start

You'll need:

  • A signed-in Layr account. If you don't have one yet, start with Create an account.
  • A workspace email you can receive a verification code at. This can differ from your personal account email and must not already be in use by another workspace.
  • A logo image for the workspace (required).
  • A short description of what your product does.

One owned workspace per account. You can own a single workspace at a time. If you already own one, Layr sends you back to your dashboard instead of the setup form. You can still join additional workspaces owned by others.

Set up your workspace

Open Create workspace from your account menu or dashboard. Layr saves your progress as a draft as you go, so you can step away and come back.

Fill in the workspace profile

Provide the details that describe your product and team. See the field reference below for exact limits.

  • Workspace name
  • Workspace email (verified in a later step)
  • Website (optional)
  • Company size
  • Industry
  • Product description

A workspace logo is required. Upload a square image; it appears in the workspace switcher and across the product so teammates recognize the workspace at a glance.

Verify the workspace email

Layr sends a 6-digit code to the workspace email you entered. Enter the code to confirm the address.

If the code doesn't arrive, check spam, confirm the address, and request a new code. The email must not already belong to another workspace.

Finish setup

Once the code is verified, Layr creates the workspace, generates a unique URL slug from the name, and makes you the owner. You land in the new workspace, ready to connect tools and invite your team.

Field reference

FieldRequiredRules
NameYes2–80 characters
Workspace emailYesValid email, unique across workspaces, verified by code
WebsiteNoValid URL if provided
Company sizeYesChoose from the provided ranges
IndustryYes2–100 characters
Product descriptionYes50–1000 characters
LogoYesImage upload

Workspace roles

Every member of a workspace has a role that controls what they can do. When you create a workspace you are the owner.

Exact permissions live in the product

Role labels and their precise capabilities are shown in your workspace Team settings. For a security-oriented view of roles and least-privilege access, see Permissions and access.

After your workspace exists

Connect your tools

Bring in evidence from Slack, Jira, Linear, Notion, and Intercom. See the Integrations overview (owners and workspace admins only).

Only governance roles can open Integrations in the app. If you are not an admin, ask the workspace owner to connect your first tool.

Invite your team

Add teammates so they can join with a link or code. See Join a workspace for what the invite experience looks like on their end.

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