Create a 6am workspace and configure its business profile

Configure a client workspace in 6am with the correct responsible user, business contact details, business address and defaults for new lead forms and sales cadences.

Outcome and responsibility

Outcome: one identifiable workspace, accessible to its responsible user, with a saved and verified business profile. Responsible: a platform administrator for creation; a workspace member with permission to update workspace settings for configuration.

Use this procedure when onboarding a company or correcting its business profile. Do not create a duplicate workspace merely to change its name or address.

Before you start

• Confirm the company name and whether its workspace already exists.
• Identify the existing 6am user who should administer the workspace. Their login email and the business email are separate values; changing the profile does not change the user account.
• Obtain the authorized business contact name, business email, phone, website, industry and business address. Unknown optional fields may remain blank; do not invent client details.
• Confirm the timezone and language to suggest for future items. Supported lead form languages are English and Portuguese (Brazil).
• Have explicit authorization before creating access for another person. This SOP does not authorize invitations, purchases, channel activation or live sends.

01. Select or create the workspace

1. Sign in to 6am. Use the workspace selector to check for an existing company before creating another.
2. If it exists, select it and confirm the company name before continuing.
3. If a new workspace is needed, a platform administrator opens Admin Panel → Tenancy → Tenants → Create. Enter Name and select the intended existing user in Created By. Verify the selected identity before saving: this user receives workspace administrator access. Creation does not send an invitation, change the user's platform role, copy records or purchase a subscription.
4. If the intended user does not yet exist or you lack platform access, stop the creation step and ask the platform administrator to provision the correct access. Do not select an unrelated user as a placeholder.
5. Where self-service workspace creation is enabled, Create workspace in the dashboard is an alternative: the signed-in user becomes its administrator. If this option is absent, use the administrative route; do not change platform configuration just to expose it.
6. Open the new workspace through the workspace selector. Confirm that the selected responsible user can access it. Do not assume that seeing an administrative record proves the user's access.

02. Save the business profile

1. In the selected workspace, open the user menu and choose Workspace settings. This is separate from My Profile, which edits the personal user account.
2. Review Workspace name. In Business profile, enter the business contact name, business email, business phone, website and industry. Use a complete HTTP or HTTPS website URL.
3. In Business address, enter the street address, complement, city, state/region, postal code and country when supplied. This is the business location, not a billing instruction.
4. Review Billing address separately. Those fields are used for invoices. Leave approved billing details unchanged unless the requested update specifically includes billing information. Saving a business profile does not automatically copy its address to billing.
5. In Defaults for new items, select the timezone and Default lead form language. Then choose Save changes and wait for the success notification.
6. If the app reports that another session changed the settings, reload and compare the latest values with the requested update. Reapply only the intended changes; do not overwrite the other operator's work.

03. Understand which settings take effect

04. Verify before handoff

1. Reload Workspace settings and confirm that the saved name, contact details, business address and defaults persisted.
2. Confirm that billing details and the responsible user's login email are unchanged unless separately authorized.
3. Open Lead forms → Create and verify the suggested language. If sales follow-up is enabled in the draft form, check its timezone. Leave the form unpublished or discard the draft.
4. Open Sales cadences → Create cadence and check the suggested timezone. Cancel the form if no cadence is part of this job.
5. If the workspace had existing forms or cadences, inspect one and confirm that its original configuration remains intact. Do not activate automation or send messages to perform this check.
6. Record the workspace name/URL, responsible user, timezone, form language, verification date and unresolved questions in the authorized onboarding record. Do not include passwords or API keys.

Acceptance criteria

• The correct workspace exists once and the intended responsible user can access it.
• Saved business details reload correctly and remain separate from the login and billing details.
• New-item defaults match the agreed timezone and form language; existing items retain their settings.
• No contacts were imported, no channels activated, no invitations sent and no campaign started as an incidental effect of profile setup.

Next steps and links

• 6am dashboard
• SOP 005: Configure sales pipelines and stages
• SOP 082: Prepare contacts for import
• SOP 076: Configure lead intake

Member invitations, permissions, email delivery configuration, imports and onboarding automation are separate tasks. Complete only the next step authorized for this company.