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Agency foundations

Set up your agency workspace

A practical starting sequence for owners who are preparing an InferOwl workspace for their recruiting team.

Getting started4 min readWorkspace setup

Before you begin

An owner account · Your agency name and initial team list

Start with one accountable owner. The owner can configure the workspace, manage seats and billing, invite the team, and decide which product modules are available to the agency.

Make the first operating decisions

Confirm the workspace name, the people who should have owner or manager access, and the first recruiting team members to invite.

Decide which modules the agency will use first. Feature controls let owners keep the initial workspace focused while the team adopts each workflow.

Book a setup conversation

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