Workspace setup checklist

Work through this once, at the start. Each item links to the article with the detail.

1. Set the workspace name, logo, and time zone.
2. Connect every channel you publish to — see Connecting your first channel.
3. Invite teammates and assign roles.
4. Build your content calendar view: filter by channel, colour by campaign.
5. Define approval workflows if more than one person signs off.
6. Create a content library folder structure for assets.
7. Add UTM defaults in Settings → Tracking so every link is measurable.
8. Set up your first campaign.
9. Configure inbox routing and saved replies.
10. Turn on two-factor authentication for the whole workspace.

Tick all ten and your reporting will be clean from day one — retrofitting UTMs and campaigns later is the single most common source of gaps in Orbit360 analytics.