When you sign into Dock, you will immediately be taken to your "Workspaces" section. This shows all spaces within your org, which you can filter or search through.

In the article below, we'll talk through the first step — how to create your Workspace!

Step 1: To create a workspace, select the New workspace button on the top right:

Step 2: Once selected, you'll have three options to choose from:

Templates are either built by your admin or are Dock-provided. Workspaces are any other space that's been created in your account so far — a great option if you want to copy something you've already made before.

Step 3: Make a selection and click the button on the bottom right of the page, Next step: Choose Account:

Step 4: To start, search for an account or create one as new. Accounts are typically the customers or partner who you're sharing the workspace with. If you have HubSpot or Salesforce integrated, you should be able to search for them easily.

Tip: If you're trying to create a "one-to-many" workspace, then we recommend adding your own company as the Account.

Step 5: You can then edit details about the Workspace such as title, logo, owners, stage (if enabled) and key dates.

Once you're done, click Create Workspace on the bottom right! 🎉

Click here to learn about step 2 of creating a Workspace, building your pages!