---
url: https://docs.oakmega.com/en/guide/getting-started/create-workspace.md
description: >-
  Got an invite code from OakMega? Follow these five steps to create your own
  workspace, and learn why the code works only once, how to pick a subdomain,
  and what a new workspace starts with.
---

This page shows you how to use the invite code from OakMega to create a new [workspace](https://docs.oakmega.com/en/guide/getting-started/workspace-and-account.md) and go straight into it to start setting things up.

## Before you begin

* **An invite code.** OakMega gives you one. If you haven't received it, contact your OakMega representative. Each invite code creates only one workspace.
* **Sign in to OakMega with your own account.** Whoever creates the workspace becomes its admin, so sign in with the email of the person who will manage it. Don't borrow a colleague's account.
* Decide on two names first: the **Workspace Name** (for example, your brand name) and the **Subdomain** (the web address of your web-based tools; you shouldn't change it later, see "How it works" below).

## Steps

1. After signing in, go to the **Workspace** list and click the plus icon (add workspace) in the top-right corner. If you don't have any workspace yet, the list shows "**Welcome to OakMega!**". Click **Create Workspace**.
2. **Step 1 — Enter Invite Code**: Type the invite code from OakMega into **Invite Code** and click **Next Step**.
3. **Step 2 — Select Number of Employees and Industry**: Choose **Company / Team Size** and **Industry Category**, then click **Next Step**. Both are required.

The animation below shows steps 2 and 3: after entering the invite code and clicking **Next Step**, it picks **10~25** for **Company / Team Size** and **Information and Communication** for **Industry Category**.

[Animation（MP4）](https://docs.oakmega.com/en/guide/getting-started/images/create-workspace-01-steps-1-2.mp4)

4. **Step 3 — Set Workspace Information**: Enter the **Workspace Name** (up to 100 characters). **Workspace Photo** is optional; you can upload a JPG, JPEG or PNG up to 10 MB. Click **Next Step**.
5. **Step 4 — Set Workspace Domain Information**: Enter the **Subdomain**. It goes in front of `.oakmega.site` and becomes the web address of this workspace's approved pages, forms and passes. You can only use lowercase letters, numbers and hyphens (-). When you click **Next Step**, OakMega checks the format and whether it's already taken.

The animation below shows steps 4 and 5: it enters "OakMega Manual Demo" as the workspace name, clicks **Next Step**, enters `oakmega-manual-demo` as the subdomain, and clicks **Next Step** again.

[Animation（MP4）](https://docs.oakmega.com/en/guide/getting-started/images/create-workspace-02-steps-3-4.mp4)

6. **Step 5 — Set Personal Information**: Enter your **Personal Name** (up to 100 characters). This is the name shown for you **in this workspace**; colleagues see it in places like Service Center. **Personal Photo** is optional. Click **Complete**.

The animation below shows step 6: it enters "OakMega AI" as the personal name and clicks **Complete**, and the success dialog pops up.

[Animation（MP4）](https://docs.oakmega.com/en/guide/getting-started/images/create-workspace-03-step-5.mp4)

7. When you see "**You have successfully created a workspace!**", you're done. Click **Go to New Workspace** to go straight in, or **Return to Workspace List**.

The screenshot below shows the success dialog: an illustration at the top, the message "You have successfully created a workspace!" below it, and two buttons in the bottom-right corner, **Return to Workspace List** and **Go to New Workspace**.

![Success dialog: the title "You have successfully created a workspace!", the message "Welcome to OakMega! Go to your new workspace now and start using Social CRM!", and the Return to Workspace List and Go to New Workspace buttons in the bottom-right corner](https://docs.oakmega.com/en/guide/getting-started/images/create-workspace-04-success.png)

Back on the workspace list, the new workspace appears in the **Free** group. In the screenshot below, the "OakMega 手冊示範" card sits under the Free group with a Free plan badge in its bottom-left corner. There are no messaging platform icons in its bottom-right corner, because no messaging platform such as LINE has been connected yet.

![Workspace list: two existing workspaces under the Enterprise group, and the newly created OakMega 手冊示範 under the Free group, with a Free badge in the bottom-left corner of the card and no platform icons in the bottom-right](https://docs.oakmega.com/en/guide/getting-started/images/create-workspace-05-list.png)

## How it works

### An invite code works only once

* When you click **Next Step** in step 1, the invite code is **tied to the email you're signed in with**. If another account then enters the same code, it sees "**The invite code has already been used**".
* After the code is tied to you and before you click **Complete**, you can still come back and start over yourself (for example, if you left halfway). Once the workspace **is created, the invite code expires**, so you can't use it to create a second workspace. To create another one, ask OakMega for a new invite code.
* If you leave the page halfway through, you'll see "**Are you sure you want to leave the workspace creation?**". Anything you've filled in isn't kept, so next time you start again from step 1.

### What the subdomain is for

The web-based tools **approved pages**, **forms** and **passes** all use `your-subdomain.oakmega.site` for the addresses your members open. That's why we recommend your brand's English name, so members can tell at a glance whose page it is.

| Rule | Details |
|---|---|
| Allowed characters | Lowercase letters, numbers and hyphens (-) |
| Hyphens | Not at the start or end, and never two in a row (`--`) |
| Length | Up to 63 characters |
| Not allowed | Subdomains already used by another workspace, and reserved words (for example `admin`, `ai`, `account`) |

You can change the subdomain later in **Settings › Web-based Tool Settings**, but once you do, **every link sent out with the old subdomain stops working**, and addresses already shared with members won't open. So pick a name you'll keep for the long term. See [Set the subdomain and favicon for web tools](https://docs.oakmega.com/en/guide/settings/web-tool-setting.md).

### What a new workspace starts with

| Item | State after creation |
|---|---|
| Plan | **Free**. To upgrade to Pro or Enterprise, contact your OakMega representative |
| Admin | You (the creator), shown with the personal name from step 5 |
| Messaging platforms | None connected yet. Connect a messaging platform such as a LINE Official Account first; only then will you have friends and messages |
| Service Center | 1 agent seat, one default organization, and two roles: a manager role and an agent role |
| Feature folders | Tags, deep links, message templates, approved pages, forms, Booking Center and passes each start with a "Default Folder" |

* The names of the default organization and the two roles **depend on the interface language of the person creating the workspace** at that moment. Created in English, they're "default organization", "Manager" and "Agent"; created in Chinese, they're 預設組織, 主管 and 專員.
* Free plan features have quantity limits. For example, you can have up to 10 tags and up to 10 chatbots per messaging platform. Going over shows "**You've discovered a new feature!**". See [I can't see a feature or menu](https://docs.oakmega.com/en/troubleshooting/feature-not-visible.md).

## FAQ

### Please enter a valid invitation code

The invite code doesn't exist, or it has already been used to create a workspace (the code expires once the workspace is created). Check the letter case and the hyphens. If you're sure it's correct, contact your OakMega representative.

### The invite code has already been used

**A different email** already used this invite code in step 1. Check that you're signed in with the account that should create the workspace (for example, a colleague may have entered it with their account first). To use a different account, contact your OakMega representative.

### Invite Code Has Already Been Used

You only find out the code has been used when you click **Complete**, for example because the same code already created a workspace in another tab. Click **Confirm** to go back to step 1. Check the workspace list first to see whether the workspace already exists, so you don't create a duplicate.

### This subdomain is already in use / Subdomain Has Already Been Used

Another workspace already uses this subdomain, or it's a reserved word. Pick a different name, for example by adding a product line or region after your brand name.

### Incorrect format

The subdomain contains uppercase letters, spaces, underscores or other symbols, or a hyphen at the start, at the end, or twice in a row. Fix it using the table in "What the subdomain is for" above.

## Next steps

* [Understand workspaces and accounts](https://docs.oakmega.com/en/guide/getting-started/workspace-and-account.md)
* [Set your language and time zone](https://docs.oakmega.com/en/guide/getting-started/language-and-timezone.md)
* [Get started with Service Center: add agents and organizations](https://docs.oakmega.com/en/guide/service-center/setup-members-and-organizations.md)