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Getting Started

Set up your workspace and invite your team

Create a workspace, invite colleagues, manage permissions, and control how credits are shared across your team — so everyone builds from the same place.

3 min read · Kuration Team · Updated Feb 25, 2026
START Overview

One workspace. Your whole team.

A workspace is where your team builds prospect lists together. Create one, invite colleagues, control who can see what, and share credits — all from a single place.

PART 01 Create

Create your workspace

Everything starts with a workspace. You'll find it in your account settings — name it after your team or company and you're ready to invite people in.

  • AVATARClick your profile avatar, then open Settings
  • WORKSPACEGo to the Workspace tab in settings
  • CREATEClick Create Workspace, give it a name, and confirm
app.kurationai.com/settings/workspace
Illustrative · Kuration
No workspace yet Create a workspace to organize projects and collaborate with your team. Create Workspace
PART 02 Organize

Run the workspace from four tabs

Projects holds shared work, Credits manages allocation, Members handles your team, and Settings controls preferences like project sharing.

Auto-share is on by default — every new project is shared with the workspace. Toggle it off to keep new projects private to their creator.
app.kurationai.com/settings/workspace
Illustrative · Kuration
Acme Growth Team
Workspace settings
Projects Credits Settings Members
Auto-share Projects
Automatically share newly created projects with everyone in the workspace.
Delete Workspace
Permanently remove this workspace and all associated data. This cannot be undone.
Delete Workspace
PART 03 Invite

Invite your team members

Open the Members tab to see who's in the workspace and bring new people in. You hold the admin role; everyone you invite joins as a member.

  • MEMBERSOpen the Members tab
  • INVITEClick Invite Members to open the invite dialog
  • SENDAdd email addresses and send the invitations
Seats depend on your plan
StarterUp to 3 seats ProUnlimited ScaleUnlimited
app.kurationai.com/settings/workspace/members
Illustrative · Kuration
Workspace Members
Manage members and their access permissions
Invite Members
AG
Alex Gathuku
alex@kuration.io
admin
JM
Jordan Mensah
jordan@kuration.io
member
2 membersUnlimited seats
PART 03 Onboard

Add emails, then send

Type an email and press Enter to add each person to the list, then send. Existing Kuration users get a link to log straight in; new users are invited to create an account — either way they land in your workspace.

app.kurationai.com/settings/workspace/members
Illustrative · Kuration
Workspace Members
Manage members and their access permissions
PART 04 Credits

Allocate credits to your team

The Credits tab shows your workspace balance and how it's shared. Allocate the same amount to everyone at once, or click Edit on any member to fine-tune their balance.

app.kurationai.com/settings/workspace/credits
Illustrative · Kuration
Workspace Credits
12,000 credits available · Admin balance 8,500
Allocate to all members 500 credits Apply to all
AG
Alex Gathuku
admin
8,500 cr Edit
JM
Jordan Mensah
member
3,500 cr Edit
RECAP Workflow

Your team setup, end to end

Four steps take you from a brand-new account to a fully shared workspace with credits split across the team.

DONE Your turn

Set up your workspace now.

Create the workspace, invite your team, and split credits — then everyone builds prospect lists from the same shared home.

Open Kuration

Watch the full step-by-step guide · or revisit the overview.

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