> ## Documentation Index
> Fetch the complete documentation index at: https://api.leadey.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# 1. Set up your workspace

> Get your Leadey workspace ready — your team, their permissions, and the credits that pay for lookups.

<Note>
  Video walkthrough coming soon.
</Note>

This is part 1 of 10. By the end of the series you will have a workspace that
sources its own leads, reaches them across email, phone and LinkedIn, and shows
you what came back. This part sets the foundation — everything after it assumes
the pieces here are in place.

## What a workspace is

A **workspace** is one company's Leadey environment: its leads, campaigns,
settings and team. Everything you do happens inside one, and nothing crosses
between them. If you consult for several businesses, each gets its own.

## Meet the Cockpit

Sign in and you land on the **Cockpit** — your work for today rather than a
dashboard of averages. It answers one question: who should I touch next, and
why. Leave it for now; it becomes useful once there are leads to work.

The left sidebar is grouped by what you are doing:

| Group         | What lives there                           |
| ------------- | ------------------------------------------ |
| **Overview**  | Cockpit, Inbox, Calendar                   |
| **Outreach**  | Campaigns, Leads, Opportunities, Workflows |
| **Find**      | Search                                     |
| **Library**   | Templates, Knowledge Base                  |
| **Workspace** | Analytics, Settings                        |

## Invite your team

Go to **Settings** → **Team**.

Invite each person by email address. They get an invitation and appear in the
list once they accept.

## Give them the right access

Leadey's permissions are granular — you grant abilities, not job titles. Built-in
roles cover most teams, and you can build your own when they don't.

Two settings matter more than the rest, because they decide what someone sees
rather than what they can press:

* **Campaign access** — whether a person sees every campaign, only the ones they
  are a member of, or none.
* **Lead visibility** — whether they see the whole database or only leads
  assigned to them.

<Note>
  Set these before anyone starts working. Widening access later is easy;
  discovering a new rep has been calling another team's accounts is not.
</Note>

## Top up credits

**Credits** pay for the lookups that cost us money — finding someone's email
address, finding their mobile number, pulling a company's details. Everything
else is included.

Go to **Settings** → **Credits** to see your balance and buy more. Current
costs are listed on that page; the balance also sits in the header so you can
see it while you work.

<Note>
  Searching is always free. You only spend credits when you ask for a contact
  detail you didn't already have — which means you can explore as much as you
  like before committing to anything.
</Note>

## Set your workspace details

**Settings** → **Organization** carries your company name and the details that
appear in outbound email footers. Fill it in now — some of it is a legal
requirement for cold email in most jurisdictions, and it is easier to do once
than to retrofit across every template.

## What you should have now

* A workspace with your team in it
* Roles set so people see the right campaigns and leads
* A credit balance
* Your company details filled in

Next: connecting the channels you'll actually reach people through.

<Card title="Part 2 — Connect your channels" href="/tutorials/02-connect-your-channels" horizontal>
  Mailboxes, calendars, phone numbers, LinkedIn and WhatsApp.
</Card>