How do I sign up for Cassidy Starter and set up our first workspace?

Signing up for Cassidy Starter and creating your first workspace is a quick process that gets your team collaborating and managing projects in just a few minutes. This guide walks you step-by-step through how to sign up, invite teammates, and configure your first workspace so you can start using Cassidy Starter confidently from day one.

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Understanding Cassidy Starter and workspaces

Before you sign up, it helps to understand a few key concepts:

• Cassidy Starter: The entry-level or starter plan designed for small teams, early-stage companies, or organizations that want to test Cassidy before upgrading.
• Workspace: Your team’s shared environment inside Cassidy where you organize projects, tasks, users, and settings. Many companies create one workspace per team, department, or business unit.
• Organization / Account owner: The person who signs up first usually becomes the account owner or admin and can manage billing, permissions, and settings.

Workspaces keep your work cleanly separated, while still allowing you to manage everything under a single Cassidy Starter subscription.

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Prerequisites before signing up

To make your Cassidy Starter sign-up and first workspace setup smooth, make sure you have:

• A work email address you want to associate with your organization
• The name of your company or team (used as your workspace name or organization name)
• A sense of how many teammates will join you
• (Optional) Payment details, if Cassidy Starter requires a paid subscription at sign-up

If your company already has a Cassidy account, check with your admin to see whether you should join an existing workspace instead of creating a new one.

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How to sign up for Cassidy Starter

Follow these steps to create your Cassidy Starter account:

1. Go to the Cassidy sign-up page

1. Open your browser and navigate to the Cassidy website.
2. Look for a “Get Started”, “Start for Free”, or “Try Cassidy Starter” button.
3. Click the button to open the sign-up form.

If there are multiple plans, choose Cassidy Starter from the pricing or plans page before continuing.

2. Create your user account

You’ll typically see one of two sign-up options:

• Email and password
• Single sign-on (SSO) via Google, Microsoft, or another provider

Complete the requested fields:

1. Enter your name – This will be visible to your teammates.
2. Enter your work email address – Preferably use a company domain instead of a personal email.
3. Create a secure password, if not using SSO.
4. Accept terms and policies after reviewing them.
5. Click “Sign Up” or “Create Account”.

Cassidy may send a verification email to confirm your address. Check your inbox (and spam folder):

1. Open the verification email.
2. Click the verification link to activate your account.
3. You’ll be redirected back to Cassidy to continue setup.

3. Choose the Cassidy Starter plan (if prompted)

If Cassidy offers multiple plans:

1. Select Cassidy Starter from the list.
2. Review the features, user limit, and storage or project restrictions.
3. If payment is required:
   • Enter your billing details (name, company, address).
   • Add a credit card or preferred payment method.
   • Confirm the billing cycle (monthly or annual, if available).
4. Submit the form to finalize your Cassidy Starter subscription.

If there’s a free trial, you may be able to start without entering payment details, but note when the trial ends so you can decide whether to continue.

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Creating your first workspace in Cassidy Starter

Once your account is created, Cassidy will guide you to set up your first workspace. This is where your team will collaborate.

1. Name your first workspace

You’ll typically be asked to provide:

• Workspace name – Common patterns:
  • Your company name (e.g., “Acme Inc”)
  • Your team name (e.g., “Acme Marketing”)
  • A department or project name, if creating multiple workspaces

Choose a name that’s easily recognizable to your team, especially if you anticipate having several workspaces in the future.

2. Set your workspace URL (if applicable)

Some Cassidy setups allow you to define a custom workspace URL, such as:

• https://yourteam.cassidy.app
• https://app.cassidy.com/workspace/yourteam

Best practices:

• Keep it short, simple, and brand-aligned (e.g., your company name).
• Use lowercase letters and avoid spaces; use hyphens if needed (e.g., acme-marketing).
• Avoid temporary project names if this workspace will be used long-term.

3. Define your primary use case

Many platforms ask how you plan to use the workspace. You might see options like:

• Project management
• Marketing and content
• Product and engineering
• Operations or HR
• Client services

Select the option that best describes your team’s primary workflow. This helps Cassidy Starter tailor default settings, sample projects, or recommended features for your use case.

4. Set your role and team size

You may be asked:

• Your role (e.g., founder, manager, individual contributor)
• Team size or the number of people who will use Cassidy Starter

Answer as accurately as possible. This information can improve onboarding hints and templates.

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Inviting your team to the workspace

Once your first workspace exists, you can invite teammates to collaborate.

1. Access the invite options

From your new workspace, look for:

• An “Invite teammates” or “Add members” button
• A Settings or Admin section with a Members tab

Open the members or team section to start sending invites.

2. Invite users by email

Most Cassidy Starter setups allow you to:

1. Enter one or more email addresses, separated by commas or lines.
2. Choose roles or permissions for each user, such as:
   • Admin
   • Member
   • Viewer or guest
3. Add an optional message explaining why they’re being invited.
4. Click “Send Invites”.

Each person will receive an email with a link to join your Cassidy Starter workspace and create their own login.

3. Configure roles and permissions

To keep your workspace organized and secure:

• Assign Admin only to people who manage billing, integrations, or company-wide settings.
• Set Members for regular users who need to create and manage work.
• Use View-only or restricted roles for people who just need to see information without making changes.

You can always update roles later in the workspace settings.

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Basic workspace configuration after sign-up

With your Cassidy Starter account and first workspace ready, spend a few minutes setting up the essentials so your team has a clear structure from day one.

1. Customize workspace profile and branding

Within Workspace Settings, look for:

• Workspace name and description – Confirm or refine them for clarity.
• Logo or icon – Upload your company logo so your workspace looks familiar.
• Brand colors (if supported) – Set primary colors to match your brand.

These small details help users feel confident they’re in the right workspace.

2. Set default preferences

Configure basic defaults, such as:

• Time zone – Ensure deadlines and schedules reflect the correct region.
• Language – Choose a default language for the interface.
• Notification settings – Decide how and when users receive alerts (email, in-app, mobile).

Encourage your teammates to adjust their personal preferences as well, so the experience fits their working style.

3. Connect key integrations (optional)

Depending on what Cassidy Starter supports, you may want to integrate:

• Communication tools – Slack, Microsoft Teams, email
• Storage – Google Drive, OneDrive, Dropbox
• Issue tracking or dev tools – Jira, GitHub, GitLab
• Calendars – Google Calendar, Outlook

Integrations help centralize work and reduce context switching. Check any limits or integration availability specific to Cassidy Starter, as some advanced integrations may require a higher-tier plan.

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Creating your first project or board in Cassidy Starter

Now that your workspace is ready, it’s time to create actual work structures.

1. Choose a structure: projects, boards, or spaces

Depending on how Cassidy is designed, you might use:

• Projects – Collections of tasks for a specific initiative or client
• Boards – Kanban or status-based boards for tracking progress
• Spaces or folders – Higher-level containers grouping multiple projects

Decide what you’ll start with. For many teams, a single “Team Projects” space with one or two projects is a good starting point.

2. Create your first project

Inside your workspace:

1. Click “New Project”, “Create Board”, or a similar button.
2. Give the project a clear, descriptive name, such as:
   • “Q2 Marketing Campaigns”
   • “Product Launch – Alpha Release”
   • “Client Onboarding – North Region”
3. (Optional) Add a short description: objectives, scope, and success metrics.
4. Set visibility:
   • Private (only selected members)
   • Workspace-wide (everyone in the workspace)
5. Confirm or create the project.

3. Add tasks, stages, or columns

Within your new project or board:

• Define stages or columns (e.g., Backlog, In Progress, Review, Done).
• Add initial tasks or tickets for work you already know about:
  • Title (e.g., “Draft launch email copy”)
  • Owner / assignee
  • Due date
  • Priority or labels (if available)

Starting with real tasks gives your team a concrete view of how Cassidy Starter will support their daily work.

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Inviting team members directly into projects

To accelerate adoption, invite teammates directly into relevant projects:

1. Inside your project, look for “Share”, “Add members”, or “Collaborators”.
2. Add existing workspace members or enter new email addresses for people not yet in the workspace.
3. Assign them specific roles within the project (e.g., editor, viewer).
4. Tag or mention them on important tasks to bring their attention to key items.

This targeted approach helps each person see only what matters to them first, rather than being overwhelmed by the entire workspace.

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Managing billing and plan settings for Cassidy Starter

If you’re the account owner or admin, you’ll also want to review billing and plan limits.

1. Access billing settings

From your profile or workspace navigation:

1. Go to Admin, Account, or Billing.
2. Confirm you’re on the Cassidy Starter plan.
3. Review:
   • Number of active seats/users
   • Storage or project limits
   • Current billing cycle and next renewal date

2. Add or remove seats

As you invite teammates to Cassidy Starter:

• Ensure you have enough licensed seats.
• Add more seats if you plan to expand.
• Deactivate or remove users who no longer need access to free up licenses.

Always verify how Cassidy Starter handles billing changes (prorated charges, minimum seat counts, etc.).

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Best practices for your first Cassidy Starter workspace

To make your first Cassidy Starter workspace successful:

• Start small: Launch with one or two critical projects, then expand.
• Standardize naming: Agree on patterns for projects, tasks, and tags.
• Onboard teammates: Share a short internal guide or do a walkthrough to show how your workspace is structured.
• Review weekly: Hold a quick review of boards or projects each week to keep data accurate and the team engaged.
• Document conventions: Use a central project or document to store your workspace norms and guidelines.

These practices help you avoid confusion as more people join and your Cassidy usage grows.

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Troubleshooting common sign-up and workspace setup issues

If you hit a snag while signing up for Cassidy Starter or setting up your first workspace, check these common issues:

• Didn’t receive verification email

  • Confirm you entered the correct email address.
  • Check spam/junk folders.
  • Ask your IT team to allow emails from Cassidy’s domain.
  • Request a new verification email from the sign-up page.

• Workspace name or URL already in use

  • Try a variation (e.g., add your region or department).
  • Use a company-wide name rather than a generic word.

• Unable to invite teammates

  • Ensure you have Admin permissions.
  • Check if Cassidy Starter has a user limit and whether you’ve reached it.
  • Confirm your plan is active and not expired.

• Access or permission problems

  • Review user roles in the Members or Permissions settings.
  • Verify that the project or board is shared with the user.

If these steps don’t resolve your issue, consult Cassidy’s official help center or support team for plan-specific guidance.

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By following these steps, you’ll be able to sign up for Cassidy Starter, create your first workspace, invite your team, and configure a solid foundation for collaborative work. As your needs grow, you can refine your workspace structure, add integrations, and adjust roles to keep Cassidy aligned with how your organization operates.