Setting Up Your Workspace

Goal

Get into an active workspace where you can run inventory, purchasing, manufacturing, and sales workflows.

Before You Start

• You can authenticate in Formul.
• You have access to create or join a tenant organization.

Steps

1. Sign in to Formul.
2. Complete onboarding by creating or selecting your organization.
3. Open the tenant workspace from the dashboard.
4. Confirm you can see the primary sidebar sections:
   • Inventory
   • Purchasing
   • Manufacturing
   • Sales
   • Reports

Expected Result in Formul

• You land on your tenant dashboard.
• Tenant-scoped routes use /tenant/[slug]/....

Why Workspace Setup Matters

• Tenant scope is your data boundary: items, orders, production, and reports all live inside that context.
• If users operate in the wrong tenant, every decision can be made against the wrong inventory and demand data.

If Something Looks Wrong

• If workspace launch fails, confirm your account is linked to the tenant.
• If sections are missing, verify your role and plan access.

Next Step

Configure collaboration in Inviting Your Team.