Owner: your first day

When Diego launched SPLX OS for Northwoods Outfitters, he had the workspace ready for his team in under an hour: modules on, first invitations sent, CRM configured for their service business. This guide walks the same path.

Understanding the owner tier

Your workspace was created under your account — either when you ran the setup flow after signing up, or when you accepted an owner invitation to a workspace someone else provisioned. That makes you the tenant root: the workspace always needs at least one owner, and the system will not let the last owner be removed or demoted. Day-to-day workspace management (settings, invitations, module toggles) is shared with admins you designate, but only you and other owners can change another owner's role.

Practically, the capabilities you have that a regular admin does not are narrow: you hold the workspace itself. Feature access — every module management action, RBAC configuration, audit log, user management — is the same for admins and owners.

New workspaces start on a 30-day trial. While it runs, a banner across the top of the app shows the days remaining and a Subscribe link. Settings → Billing (visible to owners and admins) shows the plan, your current seat count and the estimated monthly total; choose Subscribe to check out, or Manage subscription to open the billing portal once you have subscribed. When the trial ends without a subscription the workspace is paywalled until someone subscribes, so put the billing date in the calendar early.

Before you do anything else: set your tenant name

Workspace creation asks for your organisation name and workspace URL, your industry, What do you want running first?, and Who do you sell to?, including the terms checkbox for a standard workspace with no protected health information (PHI). The focus choices — Our team & roles, Goals & quarterly priorities, and Weekly meeting & scorecard — reorder the Getting started checklist.

Next, Describe your company offers AI suggestions for modules, focus, starter templates, priorities, scorecard metrics, and meetings. Review them and enter weekly metric targets before Apply selected; suggestions are not saved before you apply. Skip, I'll set it up myself continues with the standard flow. If your industry has an available bundle, Want a head start? then offers starter templates for meetings, SOPs, a plan, team structure, or a budget. Applying AI suggestions skips that step. If you skipped templates, you can still apply them under Settings → Modules → Starter templates in Step 1. See the setup playbook for the full sequence.

Go to Settings in the left sidebar. Settings → General shows your workspace name and slug. The slug is the short identifier used in URLs and API calls — it cannot be changed after creation, so confirm it now. The display name and the Industry can be updated at any time from this page; changing the industry asks for confirmation and keeps your existing data. The Terminology page in the same Settings menu lets you rename labels such as Deal, Task, or Stand Up to match how your team talks.

Estimated time: 2 minutes.

Step 1: Enable the modules your team needs

Navigate to Settings → Modules. Your industry choice already turned on a starting set — usually CRM, Rhythm, Process, People, Execution, and Strategy — so this step is mostly about confirming it and adding what is missing. Each module row shows an Enabled / Disabled switch. Execution, People, and Strategy are Required and always on, and a few modules (such as Assessment and Engagement) show Managed because a platform admin turns them on for you.

At the top of this page, the Starter templates for [your industry] card lets you add (or remove) starter content across the modules you select — see How to apply a template to your workspace.

Flip the switch on each module your team will use from day one. A common starting set for an operations team:

Turning a module off asks for confirmation and hides it from the sidebar for all members; your data is kept and comes back when you turn it on again.

Estimated time: 5 minutes.

Step 2: Confirm your CRM mode (if you enabled CRM)

The setup flow asked "Who do you sell to?" (Businesses, Individual customers, or Both) and pre-selected an answer from your industry. Before anyone adds contacts, confirm it matches reality: go to Settings → Modules → CRM → Settings (the CRM row has a Settings link, or navigate to /settings/modules/crm) and look at the Mode card. If the mode was never saved, the first time an owner opens CRM a "Who do you sell to?" card appears at the top of the page with the same choices.

The three modes (the setup flow's "Businesses" is B2B, "Individual customers" is B2C):

Northwoods Outfitters runs a service business, so Diego set B2C on day one. Bayou & Co. manages vendor and client relationships, so they use Both.

Switching modes later is safe — it hides or reveals tabs but never deletes data. The cost of switching is confusion during the transition, so it is worth getting this right upfront.

Also on this settings page: create any tags and contact sources you want available when members start adding contacts. Tags and sources are managed by owners, admins, and advisors.

Estimated time: 5 minutes.

Step 3: Configure roles and permissions

Go to Settings → Roles (sidebar under Settings, or /settings/roles). SPLX OS ships with five built-in roles:

The five built-in roles are read-only — select one to see its permissions, or Duplicate it to make an editable custom role. New custom role lets you build one from scratch, choosing permissions from a list grouped by module. The defaults are sensible for most teams — review them once and create a custom role where your business has tighter controls.

One call to make now: if you work with external consultants, the advisor role gives them broad create-and-edit access without handing over the workspace keys. They can manage CRM contacts, run processes, score ideas, and update strategy content — but they cannot invite members, change roles, or toggle modules.

Estimated time: 10 minutes.

Step 4: Invite your first members

Go to Settings → Team (open Settings in the sidebar, then Team in the Settings menu). Use Invite person to send email invitations: enter an email, choose a role, and click Send invitation. A dialog then shows the invitation link once so you can copy and share it yourself; the recipient also gets the email.

Choose a role for each invitation:

• Send admin to your leadership team members who will configure modules and manage the workspace.
• Send contributor to your standard team members who will comment on tasks, submit ideas, and participate in stand-ups.
• Send viewer to anyone who needs read access only — investors, advisory board members.
• Send advisor to external advisors or embedded consultants.

Invitations expire after 48 hours. If someone says they never received an invite, use Resend on the Pending invitations list on the Team page — it sends a fresh link with a new 48 hours (Revoke cancels one sent to the wrong address). Once an invitation has fully expired it drops off that list and cannot be resent; just send a new invitation. The Invite a teammate item on your dashboard's Getting started checklist completes once a second person has accepted.

Estimated time: 10 minutes.

Step 5: Let your admin finish setup

Once your admin or admins have joined, hand them the admin first-week guide — they will configure the modules in depth, build the org chart, set up boards and meeting cadences, and train the team. Your role from here is to participate as a member in day-to-day use, with your owner access as a backstop when someone needs elevated permissions.

What to do next

• Have your admin read the Admin: first week guide to configure modules deeply.
• Once CRM is set up, explore How to create your first contact and How to switch between B2B and B2C modes.
• Start tracking work: How to create your first project.
• If you will run regular team reviews, see How to run your first stand-up.