> ## Documentation Index
> Fetch the complete documentation index at: https://docs.os.default.com/llms.txt
> Use this file to discover all available pages before exploring further.
# Set up your workspace
> Admin guide to a new Default workspace: connect your tools, set up routing, and invite your team.
This guide is for admins setting up a new Default workspace. You'll connect your shared tools,
stand up routing so inbound leads reach the right person, and invite your team. Once they're
in, each member finishes their own setup with [Member onboarding](/member-onboarding).
Default's apps live in the **Dock**, the app bar at the bottom of the screen. This guide moves
between the **Settings** and **Routing** apps. The steps here need admin access.
## 1. Connect your shared tools
Connect the workspace-level tools first, so routing and scheduling have data to work with.
Open **Settings** from the Dock, then select **Integrations** under **Workspace Settings** and
**Connect** each provider you use:
* A CRM (Salesforce or HubSpot), so Default can read and write records and trigger automation
when records change. Salesforce needs the Default managed package installed in your org
first; see [Salesforce](/settings/integrations/salesforce).
* A conferencing tool (Zoom, Google Meet, or Microsoft Teams), connected once for the whole
workspace, so booked meetings include a video link.
For example, connect your company's Salesforce org and Zoom. Individual calendars are connected
per person, so your team handles those during [Member onboarding](/member-onboarding), not here.
See [Integrations](/settings/integrations) for the full provider list.
## 2. Create a routing policy
A routing policy holds the rules a queue runs: the distribution rule, the tiebreaker, and
crediting behavior. Policies are reusable, so one policy can drive many queues.
Open the **Routing** app from the Dock, select the **Policies** tab, and select
**Create Policy**. On the **General** tab, name the policy and choose whether it routes
meetings, objects, or both. Then, on the **Assignment** tab, choose a distribution rule
(**Take turns equally**, **Most available calendar time**, or **Least recent assignment**)
and a tiebreaker.
For example, create `Inbound Demo Policy` that routes both meetings and objects, takes
turns equally (round robin), and breaks ties by recency.
See [Policies](/policies) for every rule and option.
## 3. Create your first queue
A queue is a named group of people that points at a policy. The routing engine scores the
queue's active members and picks who gets each lead or meeting.
In the **Routing** app, open the **Queues** tab and select **Create Queue**. Give it a name,
choose the policy you just created, then add members.
For example, create `West AE Round Robin`, point it at `Inbound Demo Policy`, and add three AEs.
Turn the queue on, and Default starts routing to it immediately.
See [Queues](/queues) for managing members, weights, and calibration.
## 4. Invite your team
Open **Settings** from the Dock, then select **Users** under **Workspace Settings** and select
**Invite People**. Enter each teammate's email address, then **Send** the invitation or use
**Copy link** to share it through Slack or another channel. Select **Done** when you're finished;
new members appear in the table once they accept.
For example, invite `newrep@acme.com`, send the email, and add them to your queue from step 3.
With your tools connected, a queue live, and your team invited, your workspace is routing
inbound leads. Each member should now finish their personal setup.
## Next steps
Send this to each teammate to set up their profile, availability, and booking link.
Manage queues, members, and routing policies.
Everything you can configure for yourself and your workspace.