Set Up Your Workspace

Before you begin building with our platform, it’s important to properly configure your workspace. This ensures smooth collaboration, secure access, and a clear structure for managing your products and data.

Step 1: Create Your Workspace

A workspace is where all your projects, products, and integrations live.

1. Log in to your account.

2. Navigate to Workspaces → Create New Workspace.

3. Enter a workspace name (e.g., MyCompany or FinanceTeam).

4. Choose your default region for data storage.

Workspaces can contain multiple projects. You can set up separate workspaces for production, sandbox/testing, or different teams.

Step 2: Invite Team Members

Collaborate with your team by assigning roles and permissions.

• Admin → Full control over workspace settings.

• Developer → Access to API keys, integrations, and testing environments.

• Finance Manager → Access to payouts, invoices, and reports.

• Viewer → Read-only permissions.

Example Table

Step 3: Configure Your Environment

When you create a new workspace, two environments are automatically available:

• Sandbox → Safe testing area for experiments.

• Production → Live environment for real transactions.

Switching Environments (Code Example)

# Example: setting environment variable for API requests
export APP_ENV=sandbox  
# Or switch to production
export APP_ENV=production

Always test in sandbox before moving changes into production.

Step 4: Generate API Keys

To connect your workspace with external apps or your own systems, you’ll need API keys.

1. Go to Workspace → API Keys.

2. Generate a sandbox key for testing.

3. Generate a production key for live use.

# Example API request using sandbox key
curl -X GET https://api.saasapp.com/v1/users \
  -H "Authorization: Bearer SANDBOX_KEY_12345"

Step 5: Set Up Notifications

Keep your team updated with real-time alerts.

• Email notifications → Payouts, subscription events.

• Slack integration → Failed payments, fraud detection.

• Webhooks → Custom automation for advanced workflows.

Workspace Ready!

Once your workspace is set up, you can start creating products, managing subscriptions, and integrating with your preferred tools.