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Quick start

Create a Workspace

The Workspace is the central hub where you’ll organize your assets and control how they’re managed. This is where members are invited to be assigned various roles.

Workspaces are home to Portfolios, which further contain Vaults and/or Web3 Wallets. When you first log in to Qredo, after registering, you’ll be prompted to create a Workspace.If you haven't done this on your first login or wish to create another Workspace, here's how to do it:

  1. Log in to your Qredo Profile, navigate to the upper-left corner of the screen, and select your Profile icon.

  2. Select Create Workspace. Alternatively, you can find this option by navigating to the Profile Settings view.

  3. Choose your new Workspace’s name and check the box next to the option below if you wish to set this Workspace as your ‘default’ one. This will be the default Workspace that will automatically open each time you log in.

  4. Click Create Workspace.

Use the next screen to invite new Workspace members, create Portfolios, create Policies, and add Whitelisted addresses. You can also do this at any point later.

You can also see our video tutorial: