Welcome to KaryaFlow™. This guide walks you through the first 15 minutes: creating a workspace, inviting your team, and turning on the first module.
1. Create your workspace
After you sign up, you'll land in a fresh workspace named after your account. Workspaces are isolated — every record, every agent, every audit log lives inside this boundary. You can create additional workspaces from Settings → Workspaces (e.g. one per business unit, region, or environment).
2. Invite your team
Go to Settings → Members and invite by email. Roles are:
- Owner — full access including billing and deletion.
- Admin — full access to data, no billing access.
- Member — access scoped by team membership.
- Viewer — read-only across the workspace.
3. Turn on a module
Open the Modules page and toggle on CRM Core to get started. The module will create the records it needs and surface a quickstart panel with sample data you can delete at any time.
Next steps
- Connect your email and calendar from Settings → Integrations.
- Read the Modules Overview to understand which module maps to which team.
- Configure SSO and SCIM from Settings → Security.