Getting started for workspace creators
If you’re interested in creating a new workspace or want some help managing one, this guide was designed with you in mind.
Don’t miss our What is Slack guide if you’d like a refresher before you get going. Or if you actually want to join an existing workspace, perhaps our Getting started for new users guide is where you want to be instead!
OK, let’s go!
Step 1: Create a workspace
So you’ve decided to create a workspace in Slack to help your organisation get work done. We’re thrilled, and you’ve come to the right place.
First visit slack.com/create to create a new Slack workspace. All you need is an email address that you can access. We’ll walk you through each step, but you can visit Create a workspace in our Help Centre if you want instructions to follow along.
Ta-da! 👏 You are now the primary owner of your workspace. In the following steps, we’ll go over workspace administration basics. But before you get to that, you’ll want to finish getting yourself set up:
If you need to sign out of your account, it’s easy to do. See Sign out of Slack to learn how.
Step 2: Manage workspace settings and permissions
Before you invite members to join you on Slack, we recommend you review your workspace settings. Click your workspace name in the top left to open the menu, then choose Workspace settings. Or go to my.slack.com/admin/settings.
A full list can be found in the Settings and Permissions sections via the link above, but here are a few things you can adjust to start:
- Sign-up mode
- Workspace icon
- Message editing & deletion preferences
- Channel management
- Custom emoji & loading messages
- Do not disturb hours
- Workspace language
Note: The default settings and permissions are Slack’s recommended preferences. While they may work for many teams, we understand some may need to adjust to meet their company’s needs and policies.
Step 3: Workspace setup and organisation
Now that you’ve adjusted some of your workspace settings and preferences, it’s time to build the foundation that will support your future members.
In previous guides, you learned that channels are where your team will have most of their conversations in Slack.
Create a new channel naming strategy
Before we go any further, think about how you might pre-establish channel naming guidelines. Not only would this help members find the information they are looking for more efficiently, but it helps keep conversations in each location-relevant and focused.
Start with broad channels for departments (#design, #finance, #hr) and office locations (#ldn, #paris, #edi).
Next, establish channel naming guidelines. Using a standard set of prefixes (like #help- , #team-, #project-, etc.) keeps channels organised and predictable. If someone is looking for help with their employee benefits, they’d be able to see very quickly which channels were available using the Quick Switcher.
Did we mention that this is such a crucial element of your workspace’s setup? It really is, so we have an entire article dedicated to organising and naming channels in our Help Centre.✨
Set default channels for new members
To start off with, you’ll notice you have a #general and a #random channel. Feel free to rename them to whatever you like.
As #general is the default channel for all new members, we recommend you use it as your company announcements channel (e.g. #announcements or #announcements-global if you chose to make #announcements- a channel prefix).
Now that your workspace has a channel for #announcements and some other broad topics, you can set default channels that all new members will join when they create an account in the workspace.
Slack can be used on the Free subscription for as long as you like, but there are some additional features on paid subscriptions. Here are some popular features you might consider at this stage.
- Single sign-on gives your members access to Slack through an identity provider, like G Suite or Okta.
- User groups give you the ability to notify entire departments or groups of people at once (e.g. @marketing-team or @managers).
- Guest access allows you to give guests limited access to your workspace. This feature is perfect for contractors or external vendors who you would normally communicate with by email.
- Shared channels (beta) are a secure common space where members can collaborate and communicate with another organisation’s Slack workspace without leaving Slack.
- Custom retention policies help you manage messages and files.
Step 4: Invite members to your workspace
It’s time to bring your workspace to life now that the setup basics are complete – let’s go over inviting new members!
Any of your members and admins can invite new members to the workspace by default, but workspace owners and admins can restrict who is allowed to send invitations if they choose.
There are two ways to invite new members to your workspace:
Send an email invitation
It’s as easy as it sounds! Just enter an email address (or multiple email addresses at once), along with the full name of the person you want to invite. You can choose what their role in the workspace will be (e.g. owner, admin, member – or guest, if you’re on a paid subscription).
Allow email sign-up
With email sign-up enabled, anyone with an approved email address domain will be able to create an account in your workspace.
🍂 Teams are often in constant flux. If need be, you can deactivate a member’s account.
Note: See Invite new members to your workspace for step-by-step instructions in the Help Centre.
That’s it! Encourage teammates to join your workspace and remind them that they can refer to our Getting started for new users guide for guidance and support.
Step 5: Apps and tools for your workspace
Slack lets you connect all of the tools and services you use for work in one place, eliminating the need to constantly switch between apps.
Add apps to your workspace
You can find apps for services you already use directly from our App Directory – everything from helpful bots, communication tools, payments & accounting to project management, HR and more.
Have a browse through our App Directory. There are hundreds of apps to choose from! Once you’ve found an app to install, we’ll prompt you along so you don’t get stuck.
Note: For more information, see Add an app to your workspace in the Help Centre for detailed instructions. 🤖
Build internal integrations for your workspace
Unlike the ready-made apps found in the App Directory, internal integrations can be custom built for your workspace by people in your company. Building your own integrations does require technical know-how, but the benefits are endless.
- Leverage existing internal tools and services your company uses to work together.
- Route notifications from other services into Slack to centralise communication.
- Tie data and information from various systems together in Slack to improve complex cross-system workflows.
- Bring people together, increase the visibility of work getting done and make more informed decisions as a unified team.
If this sounds interesting, see Customise Slack with internal integrations in our Help Centre for information.
We hope that was helpful! Now that your workspace is set up for success, hop over to Working in Slack. We’ll show you how to use search, hold meetings with Slack calls and videos, and how Slack can make your entire team more productive overall.
Or you can learn more in our Help Centre. 🐙
- Organise and name channels
- Onboard your company to Slack
- Slack glossary
- Security tips to protect your workspace
Get trained! We offer a free interactive training app that you can add to your workspace. It’s open to all members; use the tutorials to learn how to use Slack effectively at work. Add the Slack Foundry app.🏅
Hello! Our support team are available 24/7 and always happy to help. Get in touch with us if you ever need a hand!