[Setup]
WorkspaceLaunchGuide
How to move from signup to a live workspace with a professional rollout sequence.
Version
v2.4.0
Last Updated
Mar 2026
Author
OORG Success Team
Launch Sequence
The fastest rollouts follow a simple path: create the workspace, define the organization structure, enable modules, import critical data, and hand teams a clean operating model.
Recommended rollout order
- Set company structure and permissions first
- Import people, leads, and active work
- Turn on only the modules needed for the first operating phase
Time to value
Most teams can complete the initial setup in under an hour when core data is already available.
[ NEXT STEPS ]
Ready to start making your company more efficient?