Getting Started
This guide walks you through your first steps with Original Workspace.
Desktop App
Original Workspace is available as a native desktop app for macOS, Windows, and Linux. The desktop app installs locally and updates automatically in the background.
Download the latest version for your platform from the Original Workspace download page.
The app will notify you and update automatically when a new version is available.
Login
Original Workspace uses your Original account to sign in — no password required.
- Click Continue with Original
- Complete the sign-in on the Original page
- You are brought back to Original Workspace, already logged in
On the desktop app, sign-in opens in your default browser and returns you to the app automatically once authorized.
Choose a Workspace
After logging in, you will see the Workspace Selection screen. A workspace is your organization's shared environment where all data lives.
- If you already belong to a workspace, select it from the list
- If you need a new workspace, click Create Workspace and give it a name
Select a Company
Inside a workspace you can manage one or more companies (billing entities). Use the company selector in the sidebar to switch between them.
- All companies - See data from every company in the workspace
- Specific company - Filter all views to show only that company's data
The company filter applies globally to company-scoped data. When you select a company, pages like invoices, offers, projects, tasks and orders only show data belonging to that company.
Some sections are workspace-wide by design and always show the whole workspace, regardless of the selected company: Clients, Contacts, Activities, Time logs, Recordings, Categories, Calendars, Appointments (the Calendar page) and Booking settings. The Gantt is also not company-scoped — it is a per-assignee workload view that shows a person's full schedule across all their tasks.
Navigating the Platform
The left sidebar contains all sections of the platform:
| Section | Description |
|---|---|
| Dashboard | Overview with KPIs and recent activity |
| Contacts | Sales pipeline (leads and prospects) |
| Clients | Customer database |
| Offers | Commercial quotes |
| Projects | Active projects |
| Tasks | Kanban task board |
| TimeSheet | Time tracking |
| Invoices | Customer invoices |
| Passive Invoices | Supplier invoices |
| Recurring Fees | Subscriptions |
| Cash Flow | Financial forecasting |
| Products | Product catalog |
| Customer Orders | Orders from clients |
| Purchase Orders | Orders to suppliers |
| Suppliers | Supplier database |
| Events | Event management |
| AI Activities | Scheduled AI automations (AI Tasker) |
| Settings | Workspace configuration (accessible from the user menu in the top-right header) |
Depending on the modules enabled for your workspace, the sidebar also includes sections such as Ideas, Activities, Calendar, Recordings, and Services. The AI Copilot (Bob) is not a sidebar entry — open it from the Bob icon in the top bar.
Roles and Permissions
Each user in a workspace has a role that determines what they can do:
- Admin - Full access to everything
- Sales - Manage contacts, clients, offers
- PM - Manage projects and tasks
- Developer - View and update tasks, log time
- Accounting - Manage invoices, payments, cash flow