Trellis

Account Setup

Configure your Trellis account and workspace settings.

Profile

Set your name, email, and avatar from Settings → Profile.

Workspace

Your workspace is your organisation in Trellis. Each workspace has its own clients, invoices, and billing settings.

If you're joining an existing team, ask your admin to send you an invite rather than creating a new workspace.

Inviting team members

Go to Settings → Team and enter the email addresses of your colleagues. They'll receive an invite link valid for 48 hours.

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