Create your workspace
Updated
A workspace is where your team's tickets, help center and settings live. Setting one up takes a few minutes, and the Free plan doesn't need a card.
Sign up
- Go to bancrofthq.com/register.
- Enter your name, your company name, your work email and a password of at least 8 characters.
- Select Create workspace.
Your company name becomes the workspace name. You can change it later.
Follow the setup checklist
Your dashboard opens with a short checklist:
- Forward your support email, so customer emails become tickets.
- Send yourself a test ticket from your help center form.
- Invite a teammate, so nobody answers the same email twice.
- Publish your first help article.
- Add a saved reply for an answer you type often.
You can hide the checklist. To bring it back, press ⌘K (Ctrl+K on Windows) and choose Show setup checklist.
Check your workspace settings
Admins can change these in Settings → General:
- Workspace name. Customers see it on your help center and on every email reply, as in "Sam at Acme".
- Help center link. Your public help center, with your published articles and a contact form. Copy it into your app's help menu and your email signature.
- Starting ticket number. New tickets count up from this number, so a customer sees #1042 instead of #3. It has to be higher than your highest ticket so far.
More than one product?
You can run several workspaces from one login, for example one per product. Open the workspace menu at the top of the sidebar and choose New workspace. Each workspace has its own tickets, team, email setup and help center. They all share one plan, so you don't pay twice.