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OVERVIEW

Set up your workspace & invite your team

Create a shared workspace, invite teammates, and control what they can do — allocate credits, share projects, and manage integration access, all from one place in Settings.

CREATE
Build your workspace

Name and create a shared space from Settings.

INVITE
Add your team

Send email invites and watch members join.

SHARE
Credits & projects

Allocate credits and share projects with the team.

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CREATE WORKSPACE

Open your Settings

From the Kuration home, click your profile avatar in the top-right and choose Settings to reach your account and workspace controls.

Kuration home with the account menu open and Settings highlighted
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CREATE WORKSPACE

Create your workspace

In Settings, open the Workspace section. If you don't have one yet, click Create Workspace to set up a shared space for team collaboration.

Workspace section with the Create Workspace button
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CREATE WORKSPACE

Name it and create

Enter a name for your workspace — this is what your team will see — then click Create Workspace to finalize and establish it.

Create New Workspace dialog with a name field
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CREATE WORKSPACE

Explore your workspace

Your workspace has five tabs — Members, Projects, Credits, Labels and Settings — plus a Workspace Info panel summarizing your role, seats and plan.

Workspace settings showing the Members, Projects, Credits, Labels and Settings tabs
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CREATE WORKSPACE

Set your sharing preference

Under Settings ▸ Sharing Preferences, toggle Auto-share Projects to control whether new projects are automatically shared with all workspace members.

Workspace Settings with the Auto-share Projects toggle
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INVITE TEAM

Invite team members

Open the Members tab and click Invite Members. Seats depend on your plan — Starter includes up to 3, while Pro and Scale are unlimited.

Workspace Members tab with the Invite Members button
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INVITE TEAM

Add emails and send

Enter each teammate's email and click Add, optionally set starting credits per member, then click Send Invitations to dispatch the invites.

Invite Team Members dialog with a selected email and Send Invitations button
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INVITE TEAM

What your teammates receive

New users get an invite to join Kuration and create an account with the same email; existing users simply get a notification to log in and access the workspace.

Invitation email inviting a new user to join Kuration AI
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INVITE TEAM

Members appear in your workspace

Once an invite is sent or accepted, teammates are listed under Workspace Members with their role, ready to collaborate.

Workspace Members list showing an added member
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CREDITS & SHARING

Allocate credits

In the Credits tab, click Edit next to a member (or Bulk Allocate for everyone), enter the amount, and click Save to fund their enrichment work.

Credits Allocation with a member's credits being saved
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CREDITS & SHARING

Projects are shared automatically

Newly created projects appear under Shared Projects so your team can collaborate on them together. Use Add Projects to share existing ones.

Shared Projects list with a shared CSV Upload project
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CREDITS & SHARING

Integration access for members

As the owner you can share partial integration access: members can export to connected tools like Attio, Zoho or Instantly, but they won't gain direct access to those tools unless separately authorized.

Integration Accounts showing connected tools available to workspace members
DONE

Your team is ready to collaborate

Workspace created, teammates invited, credits allocated, and projects shared. Manage everything anytime from Settings ▸ Workspace.

Workspace created
Team invited
Credits allocated
Projects shared
Open your workspace
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