Workspace · 15 min · reviewed 2026-10-07

How is a new workspace created and approved on the platform?

Each customer gets its own workspace with its own database. A request comes from the sign-up form or from an agency. A super admin approves it in the platform console. Approval starts the build. The new workspace reports in by itself once it is up.

What you will need

  • Super admin rights on the platform console. Other roles can see requests but not approve them.
  • A request: a sign-up from the website, or an agency clicking Add workspace.

Steps

  1. 1

    Step 1

    Open the platform console and go to Signups. Each row is one request with its company and message.

  2. 2

    Step 2

    Click Approve & provision to build a workspace now. The provision form opens with the request filled in. Click Approve only if you will set it up by hand. Click Reject and give a reason to turn it down.

  3. 3

    Step 3

    Agency requests wait on Deployments under Waiting for approval. Click Approve to start the build, or Reject with a reason.

  4. 4

    Step 4

    To build one yourself, click Provision a deployment on Deployments. Enter the key, the customer, the plan and the owner's e-mail.

  5. 5

    Step 5

    Watch Provisioning jobs. The build takes a few minutes. The owner gets an invite when it is done.

  6. 6

    Step 6

    Open the new row. Check Last heartbeat and Version. A heartbeat means the workspace is up and talking to the platform. The switch Require approval for new instances is on by default. Leave it on so no build starts without a person saying yes. A build is the step that costs money.

Common errors

The request stays waiting
only a super admin can approve. Ask one, or check your role.
No heartbeat after the build
the workspace did not finish setting up. Open Provisioning jobs for the failed step.
The key is taken
keys are unique. Pick another key and try again.

How you know it worked

The deployment shows active with a heartbeat from the last few minutes. The owner can sign in to SalesCrew.

Where this goes in SalesCrew

The deployment shows active in the platform console with a recent last heartbeat. In your own workspace the same how-to opens beside the field, with your callback URLs filled in.