How do I create a new workspace?

Creating multiple workspaces allows you to manage different organisations within your Kinatico Compliance environment. This guide walks you through setting up a new workspace from your administrator portal.


What You'll Need:

  • Administrator access to the Kinatico Compliance portal

Time Required: 3 minutes

Step-by-Step Instructions


Step 1: Access Workspace Settings

  • Navigate to Settings in your Kinatico Compliance portal

Step 2: Open Workspace Management

  • Select the Workspaces tab from the top of the page

Step 3: Initiate New Workspace Creation

  • Select +Create new workspace

Step 4: Enter Company Details

  • Input your Company Name and optionally an ABN, then press Submit

Step 5: Choose Your Plan

  • Select a suitable plan for your new workspace based on your organisation's needs

Step 6: Complete Payment Setup

  • Complete your payment details and select Continue

Step 7: Begin Workspace Setup

  • Select Try it! on the Get to Know Your People popup to start exploring your new workspace

Recommended Next Steps

  • Configure workspace settings and permissions
  • Begin adding team members and users to your new workspace
  • Set up your first compliance activities and screening processes

Common Questions

Q: Can I create multiple workspaces under one administrator account? A: Yes, administrator accounts can create and manage multiple workspaces, making it easy to separate different organisations or departments while maintaining centralised oversight.


Q: Can I change my workspace plan after creation? A: Yes, workspace plans can be upgraded or modified after creation. Contact our support team if you need assistance with plan changes or have questions about which features are included.

Troubleshooting


Issue: "Create new workspace" button is not working

Solution: Verify you have administrator-level permissions. Only accounts with admin access can create new workspaces.


Issue: Payment processing fails during setup

Solution: Check that all payment details are entered correctly and your payment method is valid. Clear your browser cache and try again.

Need Additional Help?

Still have questions? Our team has over 17 years of experience in people screening and verification. Contact us by selecting Support from the main navigation, then Email to send us a message. Alternatively, email our support team at cxsupport@kinatico.com

Last updated: June 2025 | Reviewed by: Support Team