Setting Up Your Workspace

Creating Your Workspace

When you first sign up for Conference Hero, you'll be prompted to create a workspace. Your workspace is the central hub where your entire team collaborates on conference planning and execution.

Step 1: Name Your Workspace

Choose a name that represents your team or organization (e.g., "Acme Marketing" or "Revenue Team"). You can change this later in Workspace Settings.

Step 2: Set Your Timezone

Select your primary timezone. This affects how dates and deadlines are displayed across the platform for all team members.

Inviting Team Members

Conference Hero is built for teams. Here's how to get your colleagues onboard:

1. Navigate to Settings (in the dashboard sidebar)→ Workspace → Team Members

2. Click Invite Member

3. Enter their email address and select a role (Admin or Member) and click Create Invite

4. They'll receive an invitation email with a link to join

Roles & Permissions

• Admin — Full access including integrations, billing, and team management

• Member — Can create conferences, manage leads, tasks, and emails. Cannot access integrations or team settings

For more details on managing your team, see Team Management.

Next Steps

Once your workspace is set up and your team is invited, you're ready to create your first conference. Check out our Quick Start Guide for a step-by-step walkthrough.