Workspace setup
Workspace details, roles, invitations and the plan.
A workspace holds the organisation's CPD records, members, sessions and settings.
Workspace details
When creating a firm workspace, enter:
- the display name;
- the legal entity name and ABN, where applicable; and
- the initial jurisdiction.
The person who creates the workspace becomes its owner.
Personal and shared workspaces
A personal workspace holds one practitioner's record. A shared workspace holds several practitioners. In either case, a member needs a capability or a delegation from the practitioner to open another person's record.
Roles
Workspace roles control administration:
- Owner: billing, settings and membership.
- Admin: delegated workspace administration.
- Member: standard workspace access.
Access to another practitioner's CPD record is a separate capability. Owners and admins do not receive it automatically. See Firm oversight.
Inviting members
Administrators invite colleagues from Settings > People & access. The invitation email is the standard joining path. An organisation may also allow automatic joining from its verified email domain.
Plans
Cupid has three plans: Starter, Firm and Enterprise. Current prices and capacity limits are on the pricing page. How each plan counts members is in Billing.