> ## Documentation Index
> Fetch the complete documentation index at: https://docs.tekma.dev/llms.txt
> Use this file to discover all available pages before exploring further.

# Set up a workspace

> Find the Tekma settings that control identity, privacy, members, connections, access and retention.

## Create a workspace

To create another workspace, open the workspace switcher and choose **Create workspace**. Tekma opens a two-step setup form:

1. Enter a **Workspace name** and choose **How many people are on your team?**. Select **Continue**.
2. Choose **What will you use Tekma for?** and **What’s your role?**, then choose **Create workspace**. These answers guide setup; they do not change permissions or enable AI.

After creation, choose **Go to workspace**. The new workspace starts with you as its owner. If the setup form reports an error, keep the page open and choose **Try again**; a saved browser draft can restore the form. You can change the workspace name later under **Settings → General**.

Choose a workspace in the switcher before changing a setting. Open **Settings** from the sidebar. Owners manage workspace-wide settings; members can use the areas their role permits.

| Area                   | Use it for                                                             |
| ---------------------- | ---------------------------------------------------------------------- |
| **General**            | Workspace name, sharing defaults, capture retention and AI assistance. |
| **Access**             | Enterprise SAML SSO and Directory Sync when enabled.                   |
| **Members**            | People, email invitations and team links.                              |
| **Plans & billing**    | Usage, creator seats and the customer billing portal.                  |
| **Recording domains**  | Verify a website and enable connected customer-site recording.         |
| **Audit log**          | Review workspace activity as an owner.                                 |
| **Privacy**            | Network, email and visual capture rules.                               |
| **Extensions**         | Install guidance and connected browsers.                               |
| **Integrations**       | Issue trackers, chat and error context.                                |
| **Webhooks**           | Signed deliveries to your own HTTPS service.                           |
| **Agent access**       | MCP, CLI credentials and connected applications.                       |
| **Profile & sessions** | Your profile, password, authenticator and devices.                     |

Save changes at the bottom of each page and look for the saved status message. If a control is missing, check your role, workspace plan and whether the deployment has enabled the feature.

## Enable workspace discovery

Owners can open **Settings → General → Workspace discovery** when the deployment offers it. Add up to five exact company email domains, publish the `_tekma-workspace` TXT proof, choose **Verify DNS**, then choose **Enable discovery**. Each proof lasts 30 days and Tekma checks DNS again when a person joins. A matching verified address joins as a **Viewer** during onboarding; discovery does not create accounts or bypass admission.

Start with **Members** for a known teammate, **Recording links** for a guest reproduction, and **Agent access** for automation. Verify a recording domain separately from workspace discovery; connected-site recording requires ownership and installation verification. Use **Privacy** before the first capture and **General → Capture retention** before a high-volume workflow.