> ## Documentation Index
> Fetch the complete documentation index at: https://guide.beenos-solutions.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Set Up Your Beenos Solutions Account and Workspace

> Learn how to create your Beenos Solutions account, configure your workspace settings, and invite team members so your whole team can collaborate.

Before you can build knowledge bases or deploy AI agents, you need a Beenos Solutions account and at least one workspace. This guide walks you through creating your account, verifying your identity, configuring your workspace, and inviting collaborators — so your team can hit the ground running together.

## Create Your Account and Workspace

<Steps>
  <Step title="Sign Up at app.beenossolutions.com">
    Navigate to [app.beenossolutions.com](https://app.beenossolutions.com) and click **Sign Up** in the top-right corner.

    You have three options for creating an account:

    * **Email and password** — enter your work email address and choose a strong password.
    * **Continue with Google** — authenticate using your Google account in one click.
    * **Continue with GitHub** — authenticate using your GitHub account.

    After submitting your details, Beenos Solutions sends a verification email to the address you provided.
  </Step>

  <Step title="Verify Your Email">
    Open the verification email from Beenos Solutions and click the **Confirm Email** button. This link is valid for 24 hours.

    <Note>
      If the email doesn't arrive within a few minutes, check your spam or junk folder. You can also request a new verification email from the login screen by clicking **Resend verification email**.
    </Note>

    Once your email is confirmed, you'll be redirected back to the app and prompted to set up your first workspace.
  </Step>

  <Step title="Create or Join a Workspace">
    A **workspace** is your team's shared environment inside Beenos Solutions. It contains all of your knowledge bases, AI agents, usage history, and billing settings. Every piece of content you ingest and every agent you deploy belongs to a workspace.

    You'll be presented with two choices:

    * **Create a new workspace** — enter a workspace name and click **Create**. Choose a name that clearly identifies the project or organisation, such as `Acme Corp` or `Product Support Team`.
    * **Join an existing workspace** — if a colleague has already set one up and sent you an invitation, click **Accept Invite** in the invitation email instead of creating a new workspace.

    <Tip>
      You can belong to multiple workspaces with the same account. Switch between them at any time using the workspace selector in the top-left corner of the dashboard.
    </Tip>
  </Step>

  <Step title="Configure Basic Workspace Settings">
    After creating your workspace, take a moment to configure the essentials.

    1. Go to **Settings → General** in the left sidebar.
    2. Update the **Workspace Name** if needed — this name appears in shared agent links and email notifications.
    3. Set your **Timezone** so that usage reports, scheduled refreshes, and audit logs display times correctly for your team.
    4. Upload a **Workspace Logo** (optional) — it appears in the hosted chat interface shown to your end users.
    5. Click **Save Changes**.
  </Step>
</Steps>

## Invite Team Members

Beenos Solutions uses a role-based access model. You can invite colleagues to your workspace and assign each one a role that controls what they can see and do.

<Steps>
  <Step title="Open the Members Settings Page">
    Go to **Settings → Members** in the left sidebar and click **Invite Member**.
  </Step>

  <Step title="Enter the Invitee's Email and Choose a Role">
    Type the invitee's email address and select a role from the dropdown:

    | Role       | What They Can Do                                                                                                                                                                       |
    | ---------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
    | **Admin**  | Full access to all workspace resources, settings, billing, and member management. Suitable for team leads and account owners.                                                          |
    | **Editor** | Can create, edit, and delete knowledge bases and agents, but cannot access billing or change workspace settings. Suitable for content managers and developers.                         |
    | **Viewer** | Read-only access to knowledge bases and agents. Can view agent responses in the Playground but cannot make changes. Suitable for stakeholders who need visibility without edit access. |

    Click **Send Invite**. The invitee receives an email with a link to join the workspace. The link is valid for 7 days.
  </Step>

  <Step title="Manage Existing Members">
    To change a member's role or remove them from the workspace, return to **Settings → Members**, find the member in the list, and use the **⋯** menu next to their name.
  </Step>
</Steps>

<Tip>
  **Workspace naming tip:** Use a consistent naming convention if you manage multiple workspaces — for example, `[Company] - [Project]` or `[Team] - [Environment]` (e.g., `Acme - Customer Support` or `Engineering - Staging`). This makes it easy to identify the right workspace at a glance, especially when switching between accounts.
</Tip>

## Secure Your Account

Keeping your account secure protects your content, your agents, and your users. Follow these recommendations after setting up your account.

**Set a strong password**

If you registered with email and password, use a password that is at least 12 characters long and combines uppercase letters, lowercase letters, numbers, and symbols. Avoid reusing passwords from other services.

**Enable two-factor authentication (2FA)**

Beenos Solutions supports authenticator-app-based 2FA (such as Google Authenticator or Authy). To enable it:

1. Go to **Settings → Security** in your account profile.
2. Click **Enable Two-Factor Authentication**.
3. Scan the QR code with your authenticator app and enter the six-digit code to confirm.
4. Save your backup codes in a secure location — you'll need them if you lose access to your authenticator app.

<Warning>
  If you lose both your authenticator device and your backup codes, account recovery will require manual verification by the Beenos Solutions support team. Store your backup codes somewhere safe — a password manager is a good option.
</Warning>

**Review active sessions**

Under **Settings → Security**, you can see all active login sessions for your account. If you spot any you don't recognise, click **Revoke** to log that session out immediately.