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Get started with Twenty by setting up your workspace. Your workspace is the central hub where you and your team manage all CRM data.

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Creating Your Workspace

When you first log into Twenty, you’ll be guided through workspace creation:
1

Name your workspace

Choose a descriptive name that represents your organization or team.
2

Upload a logo (optional)

Add your company logo to personalize your workspace. The logo appears in the navigation and helps team members identify the workspace.
3

Configure basic settings

Set your workspace preferences including:
  • Time zone
  • Date format
  • Default language
You can always update your workspace settings later from Settings → General.

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Inviting Team Members

Collaborate with your team by inviting members to your workspace.
1

Navigate to team settings

Go to Settings → Members to access team management.
2

Enter email addresses

Add one or more email addresses separated by commas:
[email protected], [email protected]
3

Assign a role

Select the appropriate role for the invitees:
  • Admin - Full access to workspace settings and data
  • Member - Access to view and edit data
  • Custom roles - Roles you’ve created with specific permissions
4

Send invitations

Click Invite to send invitation emails. Recipients will receive a link to join your workspace.
You can also generate a shareable invite link:
  1. Go to Settings → Members
  2. Click Get invite link
  3. Choose the role for recipients
  4. Copy and share the link with your team
Invite links grant access to anyone who has them. Only share with trusted team members.

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Workspace Configuration

Customize your workspace to match your business needs.

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General Settings

Access workspace settings from Settings → General:

Workspace Name

Update your workspace name to better reflect your organization.

Logo

Upload or change your workspace logo (recommended: 200x200px PNG).

Time Zone

Set the default time zone for timestamp fields and calendar events.

Domain

Configure a custom domain for your workspace (Enterprise plan).

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Regional Settings

Configure format preferences:
  • Date format - Choose between MM/DD/YYYY, DD/MM/YYYY, or YYYY-MM-DD
  • Time format - Select 12-hour or 24-hour format
  • First day of week - Set Monday or Sunday as the week start
  • Language - Select your preferred interface language

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Managing Workspace Members

From Settings → Members, you can:
  • View all workspace members
  • Update member roles
  • Deactivate or remove members
  • Resend invitation emails
Changes to member permissions take effect immediately. Members may need to refresh their browser to see updates.

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Workspace Activation

Some workspace features require activation:
  1. Go to Settings → Billing (if applicable)
  2. Review available plans and features
  3. Activate premium features as needed

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Best Practices

Use a workspace name that clearly identifies your team or organization. This helps when switching between multiple workspaces.
Review permission levels before inviting members. Start with more restrictive roles and grant additional access as needed.
Configure date, time, and language settings before importing data to ensure consistency.
Regularly review workspace members and deactivate accounts for team members who have left.

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Next Steps

Once your workspace is set up:

Navigating Twenty

Learn how to navigate the interface efficiently

Creating Custom Objects

Build your data model to match your business

Build docs developers (and LLMs) love

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