# Set up your workspace

> The four setup steps on your dashboard, and what each one needs from you.
> Source: https://onpad.in/docs/set-up-your-workspace

A workspace is one business on ONPAD — its number, its contacts, its templates, its team. Most people only ever need one.

When you first sign in, the dashboard shows a four-step checklist. It is the shortest road from a new account to a delivered message.

## The four steps

### 1. Connect WhatsApp

Links your business number to ONPAD through Meta. Nothing can be sent or received until this is done.

This is the step with real prerequisites — a number not in use on any WhatsApp, and a Facebook login. Read [Before you start](https://onpad.in/docs/before-you-start) first, then [Connect WhatsApp](https://onpad.in/docs/connect-whatsapp).

### 2. Add contacts

Bring your customer list in. You can add one contact at a time or import a CSV file in bulk.

You do not need your whole list to continue — two or three test contacts are enough to get through the rest of the checklist. Import the real list once you have seen a message arrive.

### 3. Create a template

Write a reusable message and submit it to Meta for approval. You need at least one approved template before you can message anybody who has not messaged you first.

Approval usually takes minutes. Submit one early, because the next step waits on it. See [Your first template](https://onpad.in/docs/your-first-template).

### 4. Send a campaign

Send that approved template to your contacts and watch it deliver. See [Your first message](https://onpad.in/docs/your-first-message).

The checklist disappears once all four are done. Automations and the AI Agent are not on it — they are real features, but they are not on the road to a first message.

## Your business details

The three things asked during signup can all be changed later in **Settings**:

- **Organisation name** — what your business is called inside ONPAD.
- **Category** — shown on your WhatsApp business profile.
- **Your mobile number** — for account matters only. Customers never see it and ONPAD never messages them from it.

**Country and timezone** were detected from your browser. Check the timezone is right, because scheduled campaigns run in it. A campaign scheduled for 10am runs at 10am in the workspace's timezone, not the sender's.

## Your WhatsApp business profile

Separate from the above, and this one customers do see. Once WhatsApp is connected, Settings lets you edit the profile Meta shows on your number:

- **About** — the short line under your business name
- **Description** — a longer description of what you do
- **Address**, **email**, **website** (up to two), **category**
- **Profile picture**

These are stored by Meta, not by ONPAD, so changes go out to Meta when you save. The dashboard has a shortcut to the same editor.

## Working with more than one workspace

Each workspace is fully separate: its own number, contacts, templates, campaigns, team and billing. Nothing is shared between them, and a contact imported into one does not appear in the other.

Creating a second workspace does **not** start a second free trial — the trial is one per person.

## Roles

You are the **owner** of the workspace you created. When you invite people, you give each one a role that decides what they can reach — for example whether they can see billing, or only answer conversations.

See the team and permissions guide for the full table of what each role can do.

## Next

[Connect WhatsApp](https://onpad.in/docs/connect-whatsapp) — the step with the most moving parts, explained screen by screen.