GUIDE
Getting started
Choose a company, set up its profile and find your own work.
5 ARTICLES
Explore getting started
01
Know what needs your attention with Smart Console
02Review current decisions, blockers, meetings, messages and onboarding questions in your selected workspace.
3 min · Company owners, managers and contributorsFind your way around Collty
03Use Company Workspace for your organization and My Workspace for your own assignments. Select the company first; access follows responsibility.
8 min · Company owners, managers and contributorsComplete your Professional Profile
04Create the trusted identity that powers team matching, collaboration and reputation.
10 min · Specialists and workspace ownersCreate your first team and project
05Choose a starting point in Company Workspace, build or open your team, then create and prepare the project for delivery.
17 min · Clients and team ownersSet up the company profile, calendar and billing details
Keep company identity and payment details separate, and choose which companies appear in your calendar.
5 min · Company owners, managers and contributors