Account and Workspace Setup

Account and Workspace Setup

This guide covers the initial setup process for your Bourd account and your first workspace.

1. Account Creation

An Account represents your organization and manages billing, subscriptions, and high-level team membership.

Registration

You can create an account using either your email address or Google OAuth.

• Google OAuth (Recommended): Click “Sign in with Google” and follow the prompts to authorize your account.
• Email (Passwordless): Enter your name and email. A temporary one-time password (TOTP) will be sent to your email address. Each time you re-authenticate you will be sent a new TOTP..

2. Understanding Workspaces

A Workspace is a container for a specific project or brand. It isolates all related data, including:

• Brands and Competitors
• Prompts
• Analysis Results
• Schedules
• Team members and permissions specific to that workspace

All data is scoped to a single workspace. This structure is designed for clean data separation.

Use Cases for Multiple Workspaces

It is common to use multiple workspaces to manage different contexts, such as:

• Separate product lines or brands within a portfolio.
• Agency work, with one workspace per client.
• Different environments (e.g., Production Monitoring vs. Testing).

3. Creating Your First Workspace

After creating your account, you will be prompted to create your first workspace.

1. Enter a Workspace Name: This should be a descriptive name for the project (e.g., “Acme SaaS Monitoring,” “Client X Project”).
2. Click Create Workspace.

You will be redirected to the dashboard of your new workspace. The URL will follow the pattern geo.bourd.dev/{workspace-slug}.

Next Steps

Your account and workspace are now set up. Before you can run an analysis, you must complete two required configuration steps:

1. Set Up Your Brand and Competitors: Define the primary brand and competitors for this workspace.
2. Create Your First Prompt: Write the questions you want to ask the AI models.

After completing these steps, you will be ready to Run Your First Analysis.