Workspace & Access
Set up the first workspace, manage members, and understand how the operator surface is structured.
A workspace is the operating container for research, backtests, execution, and risk controls. It is also where team access, billing state, and commercial features are surfaced to the operator.
What belongs to a workspace
- Members and roles
- Exchange account connections
- Bots and deployment drafts
- Billing and plan state
- Referral activity and referral credit summary
Creating the first workspace
Start the signup flow
Go to the quickstart and begin the onboarding path.
Complete your profile
Fill in your details and start your trial to access the full evaluation flow.
Choose a workspace name and slug
The workspace slug becomes part of the private app path, so it should be short, readable, and stable.
Enter the control plane
Begin evaluation work from the workspace dashboard.
Access roles
Handles pricing, onboarding, and documentation. Accessible without authentication.
The private surface at app.statly.markets. Handles workspace operations and requires authentication.
Where research, execution, and account controls live. Scoped to the team and roles assigned to it.
Roles and members
Workspace owners can invite collaborators and control who has access to the operating surface. Keep a small operator group so trade changes, risk changes, and billing changes remain attributable.