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Setup Guide

Get started from scratch or transition away from your old tool with the Shortcut Setup Guide for Admins and Owners.

  1. Teams & Workflows
  2. Import & Shortcut Hierarchy
  3. Integrations
  4. Users & Workspaces
  5. Ongoing Resources

Step 4 - Users & Workspaces

Start setting up your workspaces so your users can get up and running

User Roles & Inviting Users

In Shortcut there are multiple user roles, and understanding these roles are key as you add users and manage the details or your Workspace.

Workspace Overview

Whether you have one or many Workspaces, this section covers how to set up and manage your Workspaces.