Your account and workspace

Who does what

• Motaded Account

  Handles your Motaded sign-in, workspace membership and access to products.

• Workspace

  Provides the shared working context for a team and its available products.

• Product

  Provides tools for a particular area of work, such as company procedures in Platform or client follow-up in CRM.

• Company record in Platform

  Holds the information and supported procedures for the company you are managing.

• Government account

  Provides separate access to an authority’s services, subject to that account’s permissions and verification requirements.

In what order

1. 1
   Sign in with your own account

   Use your personal Motaded account. If you were invited to a workspace, use the account associated with the invitation rather than creating a separate workspace for the same team.

2. 2
   Create or join the intended workspace

   Create a workspace when setting up your team’s working environment, or accept the relevant invitation when joining an existing team.

3. 3
   Check the workspace context

   Confirm that you are entering the correct workspace before opening a product or adding business information. If more than one workspace is available to you, choose the one relevant to the task.

4. 4
   Open the product you need

   Use Platform for company procedures and records, or another product for its own area of work. Product availability and your access determine what you can open.

5. 5
   Set up the relevant business context

   In Platform, follow the appropriate route for starting a new company or connecting an existing one. Creating a workspace does not create or register a legal entity.

6. 6
   Invite colleagues through Account

   The workspace owner manages team invitations through Motaded Account. Invite each colleague using their own email address so they can access the workspace through their own identity.

7. 7
   Connect authority accounts when required

   Complete any separate government-account connection needed by a supported workflow. Workspace membership does not establish permission to act through an authority’s service.

Account vs workspace

Key points to keep distinct

• Sign-in and invitations

  Use Motaded Account for signing in and accepting workspace invitations.

  Motaded Account

• Product access

  Check whether the product is available to your workspace and accessible to your account.

  Workspace owner / Account

• Company information

  Review company records within the relevant product before editing or starting a procedure.

  Your authorised team

• Government permissions

  Use an authority account you are authorised to operate. These permissions are separate from your Motaded membership.

  Authority account holder

• Cross-product information

  A shared sign-in does not mean every record is automatically shared between products. Check the specific workflow before expecting data to appear elsewhere.

  Relevant product

• Official actions

  A workspace draft, prepared application, submitted request and issued result are different stages.

  Motaded / relevant authority

Mistakes to avoid

• Creating another workspace when you intended to join your team’s existing one.
• Sharing one person’s sign-in instead of inviting colleagues individually.
• Assuming every workspace member can open every product or perform every action.
• Treating a workspace name as the company’s official registered name.
• Assuming a shared account means all product data is automatically synchronised.
• Treating Motaded access as permission to use another person’s government account.

Related guides

FAQ