Step-by-step guideWebOwner

Set up a new workspace

What you will accomplish

You will create the first workspace and complete the onboarding branch shown for its vertical.

Who can do this

The first Owner performs this setup. Invited users should sign in through their invitation instead of creating another workspace.

Before you start

Have the legal business name, preferred workspace name, vertical, operating scopes, and an initial data plan. Automotive teams should also gather dealer-system and feed details.

Create the workspace

Complete sign-in.
On onboarding, enter the requested organization and workspace details.
Select the vertical that matches the business.
Select the continue action.
If plan selection appears, review the available plan.
Select the intended plan.

Expected result: Birdseye saves the workspace and sends you to the setup path for the selected vertical.

Complete the setup path

For an automotive workspace, complete each visible dealer-setup section.
Select Save draft before leaving an unfinished checklist.
For a CSV-led setup, upload or prepare the requested sample.
Continue through the displayed mapping steps.
For another vertical, complete the fields displayed by onboarding.
Return to the checklist when a required item is not yet available.

Do not invent data to clear a checklist. An unfinished provisioning item can require Birdseye or a source-system owner to act.

Confirm completion

Open Home.
Open the account menu and select Profile.
Confirm the workspace and role.
If you are ready to connect data, open Config → Connect your data.

Troubleshooting and recovery

You chose the wrong vertical: stop before connecting data and contact Support.
Onboarding returns after sign-in: complete the remaining required field or ask Support to inspect provisioning.
You were invited: use the invitation email; do not create a replacement workspace.

Last verified against the product on 2026-07-29.