Getting started
Workspace overview
WeldSuite is a workspace for your team — one login, many apps, shared data where it makes sense.
What a workspace is
A workspace is your organization's home in WeldSuite. Everyone on your team belongs to one workspace (or several, if you work with multiple companies). Inside a workspace you:
- Install the apps your team needs from the App Store
- Share contacts, files, and conversations according to permissions
- Manage billing and settings in one place
You switch workspaces from the account menu if you belong to more than one.
Create your first workspace
After signing up, enter a Workspace name and select Create workspace. Your signed-in profile is reused, so you do not need to enter your name again or upload a photo.
- Country and data storage shows a suggested storage region based on your browser language. Open it to check or change your country and storage region before creating the workspace.
- Choose apps (optional) lets you select apps now. You can also leave this empty and add apps from the App Store later.
WeldSuite prepares your workspace and opens it when ready. If setup fails, use Try again. You can personalize your profile and manage your team in Settings after setup.
How navigation works
WeldSuite uses a consistent layout across apps:
- App rail (far left) — icons for each installed app. Click one to switch modules.
- Module sidebar — navigation specific to the app you are in (for example Domains in WeldHost or Inbox in WeldMail).
- Main content — lists, detail panels, and editors for the task at hand.
- Header — search, notifications, calendar, and the assistant panel.
Many apps open records in a side panel so you can read a contact or domain without leaving the list you were on.
Where to start
| If you need to… | Start here |
|---|---|
| Connect a domain or fix DNS | WeldHost |
| Add team email | WeldMail |
| Track customers and deals | WeldCRM |
| Run projects and tasks | WeldFlow |
| Talk to your team | WeldChat |
| Schedule meetings | WeldCalendar |
| Answer customer support | WeldDesk |
| Invite teammates | Team and permissions |
Most teams install apps from the App Store guide first, then follow the guide for the app they use most.
Next steps
- Install apps — add WeldCRM, WeldMail, and other modules to your workspace
- WeldHost overview — if you need a domain before email or a public site can go live