Create your workspace

A workspace brings an organization together: its brand, fields, employees, templates, integrations and billing. Each workspace’s data is strictly isolated.

Open the workspace

1. Create your account at app.gensy.email, with your email or with Google or Microsoft.
2. Name the organization.
3. Choose the country, Canada or the United States: it sets the billing currency (CAD or USD). You choose it when you create your first workspace (a workspace created later takes the active workspace’s country); country and currency are then locked, and changing them goes through support.
4. You’re automatically added as an employee of the workspace, so you receive a signature yourself. If your address is already an employee in another workspace, the window warns you, without blocking: your signature should then be deployed automatically from only one of the two.

On your first visit, a guided tour walks you through the interface page by page (fields, employees, templates, integrations, deployment, then help), in 8 steps on the Free plan and 9 on a paid plan. You can restart it from the Replay the welcome tour link at the bottom of the dashboard.

Roles

• Owner — full access. The only one who can manage billing, the Google Workspace and Microsoft 365 integrations, export, reset and deletion of the workspace, support access, roles and removing members.
• Admins — chosen by the owner. They also manage the brand, Settings → General, the deployment mode and fields, and invite members.
• Members — create and edit templates, employees, departments and campaigns, and deploy; General and Brand are read-only for them.

Admins and members count as collaborators: how many you can have depends on your plan, starting with the Essential plan.

Your employees don’t need an account: they receive their signature, and the employee portal gives them a personal link when needed.

Invite your team

The owner or an admin opens Settings → Team and invites people by email, as Member or, for the owner only, as Admin. Pending invitations count against your plan’s seats. An invitation expires after 14 days; Resend gives it 14 more days, from the same screen.

The order to follow

The Setup your workspace card, at the top of the dashboard, tracks four steps: create the workspace, create a template, import employees, deploy. In a new workspace, the template step offers Start with AI, which builds on your current signature without using credits.