> ## Documentation Index
> Fetch the complete documentation index at: https://docs.parsalink.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Workspace Setup

> Configure your ParsaLink workspace — invite your team, set up email sending, and connect integrations.

<style>
  {`
    @media (prefers-color-scheme: dark) {
      .ses-box {
        background: #05080C !important;
        color: #F1F5F9 !important;
        border: 1px solid rgba(255,255,255,0.08) !important;
      }

      .ses-box strong {
        color: #FFFFFF !important;
      }

      .ses-box code {
        background: rgba(255,255,255,0.08);
        padding: 2px 6px;
        border-radius: 6px;
        color: #E2E8F0;
      }
    }
    `}
</style>

<div
  style={{
background: "linear-gradient(135deg, #143D4E 0%, #1C758A 55%, #30C8CA 100%)",
borderRadius: "24px",
padding: "28px",
marginBottom: "32px",
color: "#FFFFFF",
boxShadow: "0 24px 60px rgba(20, 61, 78, 0.25)",
position: "relative",
overflow: "hidden",
border: "1px solid rgba(255,255,255,0.08)"
}}
>
  <div
    style={{
position: "absolute",
top: "-40px",
right: "-40px",
width: "180px",
height: "180px",
background: "rgba(255,255,255,0.08)",
borderRadius: "999px"
}}
  />

  <div
    style={{
position: "absolute",
bottom: "-60px",
left: "-30px",
width: "160px",
height: "160px",
background: "rgba(255,255,255,0.06)",
borderRadius: "999px"
}}
  />

  <div
    style={{
  display: "inline-flex",
  alignItems: "center",
  background: "rgba(255,255,255,0.15)",
  color: "#FFFFFF",
  padding: "6px 14px",
  borderRadius: "999px",
  fontSize: "12px",
  fontWeight: "700",
  marginBottom: "14px",
  letterSpacing: "0.08em",
  textTransform: "uppercase"
}}
  >
    WORKSPACE SETUP
  </div>

  <p
    style={{ 
margin: 0, 
fontSize: "16px", 
lineHeight: "1.9",
maxWidth: "760px",
color: "rgba(255,255,255,0.95)"
}}
  >
    Configure your ParsaLink workspace — invite your team, set up email sending, and connect integrations.
  </p>
</div>

<div
  style={{ 
display: "inline-block",
color: "#1C758A", 
fontSize: "12px", 
fontWeight: "700", 
marginBottom: "10px",
letterSpacing: "0.08em",
textTransform: "uppercase",
background: "rgba(28,117,138,0.08)",
padding: "6px 12px",
borderRadius: "999px"
}}
>
  Workspace Basics
</div>

## Workspace Settings

<div
  className="bg-white dark:bg-black dark:border-white/10 dark:text-white [&_*]:!text-white"
  style={{
border: "1px solid #E5E7EB",
borderRadius: "18px",
padding: "20px",
marginBottom: "24px",
boxShadow: "0 12px 32px rgba(20,61,78,0.05)"
}}
>
  Your workspace is the shared environment where your entire team's CRM data lives. Go to **Settings → Workspace** to configure:

  * **Workspace Name** — Displayed in the navigation header and outgoing emails.
  * **Logo** — Upload a PNG or SVG for your workspace branding. Appears in the UI and on proposals.
  * **Timezone** — Used for scheduling automations and displaying timestamps.
  * **Default Currency** — Applied to opportunity values across the pipeline.
</div>

***

<div
  style={{ 
display: "inline-block",
color: "#1C758A", 
fontSize: "12px", 
fontWeight: "700", 
marginBottom: "10px",
letterSpacing: "0.08em",
textTransform: "uppercase",
background: "rgba(28,117,138,0.08)",
padding: "6px 12px",
borderRadius: "999px"
}}
>
  Team Management
</div>

## Invite Team Members

<div
  className="dark:bg-black dark:text-slate-100 dark:border-white/10 dark:shadow-none"
  style={{
background: "linear-gradient(135deg, rgba(20,61,78,0.03) 0%, rgba(28,117,138,0.06) 100%)",
border: "1px solid #E3E8EA",
borderRadius: "20px",
padding: "18px",
marginBottom: "24px",
boxShadow: "0 14px 34px rgba(20, 61, 78, 0.04)"
}}
>
  <Steps>
    <Step title="Open team settings">
      Navigate to **Settings → Team**. You'll see a list of current members and their roles.
    </Step>

    <Step title="Send invitations">
      Click **Invite Member** and enter the person's email address. Select a role:

      * **Admin** — Full access to all settings, billing, and data.
      * **User** — Access to CRM, automations, calendar, and email. Cannot modify billing or workspace settings.
      * **Client Viewer** — Read-only access to a limited view. Suitable for sharing progress with clients.

      Click **Send Invite**. The person will receive an email with a link to join the workspace.
    </Step>

    <Step title="Manage existing members">
      From the Team page you can change a member's role or remove them from the workspace. Removing a member does not delete their data — records they created remain in the CRM.
    </Step>
  </Steps>
</div>

<Note>
  Billing is based on the number of active seats. Adding a new member will adjust your subscription at the next billing cycle. See **Settings → Billing** for details.
</Note>

***

<div
  style={{ 
display: "inline-block",
color: "#1C758A", 
fontSize: "12px", 
fontWeight: "700", 
marginBottom: "10px",
letterSpacing: "0.08em",
textTransform: "uppercase",
background: "rgba(28,117,138,0.08)",
padding: "6px 12px",
borderRadius: "999px"
}}
>
  Email Setup
</div>

## Set Up Email Sending

<div
  className="bg-white dark:bg-black dark:border-white/10 dark:text-white [&_*]:dark:text-white"
  style={{
border: "1px solid #E5E7EB",
borderRadius: "18px",
padding: "20px",
marginBottom: "24px",
boxShadow: "0 12px 32px rgba(20,61,78,0.05)"
}}
>
  ParsaLink supports two methods for sending emails from the CRM: your own SMTP server or Amazon SES via workspace-level configuration.
</div>

### SMTP (Custom Email Server)

<div
  className="bg-white dark:bg-black dark:border-white/10 dark:text-white [&_*]:dark:text-white"
  style={{
border: "1px solid #E5E7EB",
borderRadius: "16px",
padding: "18px",
marginBottom: "20px"
}}
>
  | Field      | Example                            |
  | ---------- | ---------------------------------- |
  | SMTP Host  | `smtp.yourprovider.com`            |
  | Port       | `587` (TLS) or `465` (SSL)         |
  | Username   | `you@yourdomain.com`               |
  | Password   | Your SMTP password or app password |
  | From Name  | `Acme Sales Team`                  |
  | From Email | `sales@yourdomain.com`             |
</div>

Click **Test Connection** to verify the settings before saving.

### Amazon SES

<div
  className="bg-white dark:bg-black dark:border-white/10 dark:text-white [&_*]:dark:text-white"
  style={{
border: "1px solid #E5E7EB",
borderRadius: "18px",
padding: "20px",
marginBottom: "24px",
boxShadow: "0 12px 32px rgba(20,61,78,0.05)"
}}
>
  1. Verify your domain in the AWS SES console.
  2. Create an IAM user with `ses:SendEmail` permission and generate an access key.
  3. Enter the **AWS Access Key ID**, **Secret Access Key**, and **AWS Region** in **Settings → Email → SES**.
  4. Set your verified **From Email** address.
</div>

<Warning>
  Amazon SES accounts start in sandbox mode, which restricts sending to verified email addresses only. Request production access from AWS before sending to real prospects.
</Warning>

***

<div
  style={{ 
display: "inline-block",
color: "#1C758A", 
fontSize: "12px", 
fontWeight: "700", 
marginBottom: "10px",
letterSpacing: "0.08em",
textTransform: "uppercase",
background: "rgba(28,117,138,0.08)",
padding: "6px 12px",
borderRadius: "999px"
}}
>
  Integrations
</div>

## Connect Integrations

<div
  className="bg-white dark:bg-black dark:border-white/10 dark:text-white [&_*]:dark:text-white"
  style={{
border: "1px solid #E3E8EA",
borderRadius: "22px",
padding: "18px",
marginBottom: "26px",
boxShadow: "0 14px 34px rgba(20, 61, 78, 0.04)"
}}
>
  <CardGroup cols={2}>
    <Card title="Google Workspace" icon="google" href="/integrations/google-workspace">
      Sync Google Calendar, Gmail, Drive, Docs, and Meet. Log emails automatically and schedule meetings from the CRM.
    </Card>

    <Card title="Microsoft 365" icon="microsoft" href="/integrations/microsoft-365">
      Connect Outlook Calendar, Mail, OneDrive, and Teams for a fully integrated Microsoft workflow.
    </Card>

    <Card title="Twilio" icon="phone" href="/integrations/twilio">
      Enable click-to-call, automatic call logging, and SMS sending directly from contact and lead records.
    </Card>
  </CardGroup>
</div>

To connect an integration, go to **Settings → Integrations**, find the provider, and click **Connect**. You'll be guided through the OAuth flow or API key entry.

***

<div
  style={{ 
display: "inline-block",
color: "#1C758A", 
fontSize: "12px", 
fontWeight: "700", 
marginBottom: "10px",
letterSpacing: "0.08em",
textTransform: "uppercase",
background: "rgba(28,117,138,0.08)",
padding: "6px 12px",
borderRadius: "999px"
}}
>
  Branding
</div>

## Workspace Branding on Proposals

<div
  className="bg-white dark:bg-black dark:border-white/10 dark:text-white [&_*]:dark:text-white"
  style={{
border: "1px solid #E5E7EB",
borderRadius: "18px",
padding: "20px",
marginBottom: "20px",
boxShadow: "0 12px 32px rgba(20,61,78,0.05)"
}}
>
  When you send proposals to clients, they're rendered with your workspace name and logo. Make sure both are configured in **Settings → Workspace** before you start sending proposals so that clients see a professional, branded document.
</div>