Set up your first workspace

Create a workspace, choose a plan, add your first project, set a budget, and invite teammates with the right roles.

Purpose

Stand up a working LumenReach workspace with a plan, a first project, a budget, and teammates in the right roles, and see what still needs attention before work goes live.

Who this is for

New workspace owners and admins setting up LumenReach for the first time.

Prerequisites

A verified email address, or an invitation from a workspace owner.
Agreement on which plan fits your team's volume and approval needs.
The names and email addresses of the teammates you want to invite.

Steps

Sign in and open the workspace command center.
Choose a plan that matches your expected volume and approval needs.
Create your first project and add its brand, channels, and goals.
Set a monthly assistant budget so automated work stays inside a clear limit.
Invite teammates and give each the smallest role that lets them do their job.
Open the readiness checklist and resolve any item still marked as needing attention.

Expected result

The readiness checklist shows your workspace, plan, first project, and at least one teammate as ready, with any remaining setup clearly assigned to an owner or admin.

Verification

The readiness checklist shows your first project as ready.
Invited teammates appear in the members list with their assigned roles.
The budget panel shows your monthly limit and current usage.

If something goes wrong

An invitation never arrives: Ask the teammate to check spam, then resend the invitation from the members list.
A setup step stays blocked: Open the readiness checklist to see who can resolve it; some steps need a workspace owner or admin.
A plan limit blocks a new project: Compare plans in billing and add credits or upgrade before trying again.

Permissions

Creating a workspace and inviting teammates needs an owner or admin role; members can be added with narrower roles.

Support

If a setup step has no visible owner, ask your workspace owner first. LumenReach support can help with account setup without exposing private platform details.