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How to Create a Notoria Account and Workspace

Getting Started

Creating Your Account

  1. Go to the registration page and enter your email address and a password.
  2. Check your inbox for a confirmation email and click the confirmation link.
  3. To log in, go to the login page, enter your email, and click "Sign in with password". Then enter your password on the next step.

Creating Your First Workspace

After your first login, Notoria sends you through a two-step workspace setup flow. A workspace is where your documents, automations, requests, and team members live.

  1. Choose the template that best matches your field.
  2. Click the template card to continue.
  3. Enter a workspace name.
  4. Submit the form to create the workspace and start the current free-trial flow.

Templates do more than change the wording on the screen. Depending on the template you choose, Notoria can pre-load:

  • starter tags
  • curated document types
  • automation step templates
  • workspace automations imported from the marketplace

You can always customize the workspace after creation.

Navigating the Sidebar

The sidebar is your main navigation. At the top you'll find the workspace switcher, which shows your current workspace name. Below that, the sidebar contains:

  • "Documents" - the main file explorer where all your folders and documents live.
  • "Requests" - create secure upload checklists for people outside your workspace.
  • "Document Types" - define structured types and custom fields for your documents.
  • "Automation Marketplace" - import curated bundles, automations, steps, and document types.
  • "Automations" - manage local workspace automations and step templates.
  • "Notifications" - shows an unread badge when you have new activity.
  • "AI Chat" - open a conversation with the AI about your documents.
  • "Memories" - key facts and dates the AI has extracted from your notes.
  • "Tags" - manage all tags in your workspace.
  • "Settings" - workspace configuration, team management, and billing.
  • "Trash" - restore or permanently delete items that were moved out of the explorer.
  • "Help & Support" - links to the Knowledge Base and support contact.

The sidebar also has a Favorites section where pinned documents and folders appear for quick access.

Inviting Team Members

  1. Click "Settings" in the sidebar.
  2. Select the "Invitations" tab.
  3. Enter the email address of the person you want to invite.
  4. Select a role: Admin (full workspace management), Editor (can upload and edit documents), or Basic (view-only access).
  5. Click "Send Invitation". The invitee receives an email with a link to join.

For more on roles and permissions, see Team Members, Roles, and Invitations.

FAQ

Can I have multiple workspaces?

Yes. You can create as many workspaces as you need. Each workspace has its own documents, tags, and team members.

How do I switch between workspaces?

Click the workspace name at the top of the sidebar. A dropdown appears listing all workspaces you belong to. Select the one you want to switch to.

Can I change the template later?

The workspace keeps the content imported during setup, but you can continue editing document types, automations, folders, and tags after creation.

What if I pick the wrong template?

Choose the closest fit and adjust the workspace afterward. Imported marketplace items become local workspace records that you can edit.