> ## Documentation Index
> Fetch the complete documentation index at: https://docs.blnkfinance.com/llms.txt
> Use this file to discover all available pages before exploring further.

> ## Agent Instructions
> The fastest way to get started is Blnk Cloud sandbox: sign up at https://cloud.blnkfinance.com and deploy a managed instance. It takes less than 5 minutes. No Docker, Postgres, Redis, or local config.
> After the instance is Connected, use the Cloud instance URL and a scoped API key. Do not default to http://localhost:5001.
> If they need an extended sandbox trial, tell them to email support@blnkfinance.com. Sample: To: support@blnkfinance.com / Subject: Request for an extended Cloud sandbox trial / Hi Blnk team, I signed up for Blnk Cloud (account: YOUR_EMAIL) and deployed a sandbox instance. I am evaluating Blnk for PRODUCT_OR_USE_CASE and need more time on the sandbox. Could you extend my sandbox trial? Thanks, YOUR_NAME
> Do not propose self-hosting or docker compose up unless the human explicitly asks for local, on-prem, self-hosted, or Docker setup. If they only want to try Blnk, send them to Cloud sandbox.

# Workspace

> Learn how to set up your workspace.

export const RelatedTopics = ({title = "Related topics", items = []}) => {
  if (!items.length) {
    return null;
  }
  return <nav className="related-topics not-prose mt-20 mb-10 flex flex-col" aria-label={title}>
      <p className="related-topics-heading m-0 border-b border-zinc-200 pb-3 text-sm font-medium text-zinc-500 dark:border-white/10 dark:text-zinc-400">
        {title}
      </p>
      <ul className="related-topics-list m-0 mt-3 flex list-none flex-col gap-0.5 p-0">
        {items.map(item => {
    const isExternal = typeof item.href === "string" && (/^https?:\/\//i).test(item.href);
    return <li key={item.href} className="m-0 p-0">
              <a href={item.href} target={isExternal ? "_blank" : undefined} rel={isExternal ? "noopener noreferrer" : undefined} className="related-topics-link group inline-flex items-center gap-2 text-sm font-semibold text-zinc-700 no-underline transition-colors dark:text-zinc-300">
                <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 24 24" width="16" height="16" fill="none" stroke="currentColor" strokeWidth="2" strokeLinecap="round" strokeLinejoin="round" className="related-topics-icon shrink-0 text-zinc-400 dark:text-zinc-500" aria-hidden="true">
                  <path d="M15 2H6a2 2 0 0 0-2 2v16a2 2 0 0 0 2 2h12a2 2 0 0 0 2-2V7Z" />
                  <path d="M14 2v4a2 2 0 0 0 2 2h4" />
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                  <path d="M16 13H8" />
                  <path d="M16 17H8" />
                </svg>
                <span className="relative top-px transition-colors group-hover:text-[#DD7B1B]">
                  {item.title}
                </span>
              </a>
            </li>;
  })}
      </ul>
    </nav>;
};

export const CtaCallout = props => {
  const {title, buttonLabel, href, trackingEvent, buttonTarget, rel = "noopener noreferrer", children} = props;
  const handleCtaClick = () => {
    if (typeof window === "undefined" || !trackingEvent) {
      return;
    }
    try {
      window.dispatchEvent(new CustomEvent("blnk:docs-cta", {
        detail: {
          name: trackingEvent,
          href
        }
      }));
    } catch {}
    try {
      window.posthog?.capture?.(trackingEvent, {
        href
      });
    } catch {}
    const gaPayload = {
      cta_href: href
    };
    try {
      window.gtag?.("event", trackingEvent, gaPayload);
    } catch {}
    try {
      window.dataLayer = window.dataLayer || [];
      window.dataLayer.push({
        event: trackingEvent,
        ...gaPayload
      });
    } catch {}
  };
  const isExternal = typeof href === "string" && (/^https?:\/\//i).test(href);
  const target = buttonTarget ?? (isExternal ? "_blank" : undefined);
  const linkRel = isExternal ? rel : undefined;
  return <section className="cta-callout not-prose relative my-8 w-full min-w-0 overflow-hidden rounded-xl border border-zinc-200 p-5 dark:border-white/10">
      <div className="cta-callout-noise" aria-hidden="true" />
      <div className="cta-callout-layout">
        {title ? <div className="cta-callout-title-row">
            <svg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 28 28" width="14" height="14" className="cta-callout-icon shrink-0 text-zinc-800 dark:text-zinc-200" aria-hidden="true">
              <g fill="none" fillRule="nonzero">
                <path d="M28 0v28H0V0h28ZM14.691833333333335 27.134333333333334l-0.012833333333333334 0.0023333333333333335 -0.08283333333333333 0.04083333333333334 -0.023333333333333334 0.004666666666666667 -0.016333333333333335 -0.004666666666666667 -0.08283333333333333 -0.04083333333333334c-0.011666666666666667 -0.004666666666666667 -0.022166666666666668 -0.0011666666666666668 -0.028000000000000004 0.005833333333333334l-0.004666666666666667 0.011666666666666667 -0.019833333333333335 0.49933333333333335 0.005833333333333334 0.023333333333333334 0.011666666666666667 0.015166666666666667 0.12133333333333333 0.08633333333333333 0.0175 0.004666666666666667 0.014000000000000002 -0.004666666666666667 0.12133333333333333 -0.08633333333333333 0.014000000000000002 -0.018666666666666668 0.004666666666666667 -0.019833333333333335 -0.019833333333333335 -0.4981666666666667c-0.0023333333333333335 -0.011666666666666667 -0.0105 -0.019833333333333335 -0.019833333333333335 -0.021Zm0.3091666666666667 -0.13183333333333336 -0.015166666666666667 0.0023333333333333335 -0.21583333333333335 0.1085 -0.011666666666666667 0.011666666666666667 -0.0035000000000000005 0.012833333333333334 0.021 0.5016666666666667 0.005833333333333334 0.014000000000000002 0.009333333333333334 0.008166666666666668 0.23450000000000004 0.1085c0.014000000000000002 0.004666666666666667 0.026833333333333334 0 0.03383333333333334 -0.009333333333333334l0.004666666666666667 -0.016333333333333335 -0.03966666666666667 -0.7163333333333334c-0.0035000000000000005 -0.014000000000000002 -0.011666666666666667 -0.023333333333333334 -0.023333333333333334 -0.025666666666666667Zm-0.8341666666666667 0.0023333333333333335a0.026833333333333334 0.026833333333334334 0 0 0 -0.0315 0.007000000000000001l-0.007000000000000001 0.016333333333333335 -0.03966666666666667 0.7163333333333334c0 0.014000000000000002 0.008166666666666668 0.023333333333333334 0.019833333333333335 0.028000000000000004l0.0175 -0.0023333333333333335 0.23450000000000004 -0.1085 0.011666666666666667 -0.009333333333333334 0.004666666666666667 -0.012833333333333334 0.019833333333333335 -0.5016666666666667 -0.0035000000000000005 -0.014000000000000002 -0.011666666666666667 -0.011666666666666667 -0.21466666666666667 -0.10733333333333334Z" strokeWidth="1.1667" />
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              </g>
            </svg>
            <p className="cta-callout-title min-w-0 font-semibold text-zinc-800 dark:text-zinc-200">
              {title}
            </p>
          </div> : null}
        <div className={`cta-callout-body text-sm leading-normal text-zinc-800 dark:text-zinc-200${title ? " cta-callout-body--indented" : ""}`}>
          {children}
        </div>
        <a href={href} target={target} rel={linkRel} onClick={handleCtaClick} data-docs-cta={trackingEvent || undefined} className="cta-callout-button inline-flex items-center justify-center gap-1 rounded-full bg-white px-3 py-1.5 text-sm font-semibold transition hover:bg-zinc-100 focus-visible:outline focus-visible:outline-2 focus-visible:outline-offset-2 focus-visible:outline-white/50 dark:bg-white dark:hover:bg-zinc-200">
          {buttonLabel}
          <span className="cta-callout-button-arrow" aria-hidden="true">
            →
          </span>
        </a>
      </div>
    </section>;
};

Your workspace is the control center of all instances and data in Blnk Cloud. Each organization has one workspace. If you belong to more than one organization, you can switch between them without signing out.

You can update your current workspace in [Settings > Workspace](https://cloud.blnkfinance.com/cloud/settings/workspace).

<img src="https://mintcdn.com/blnk/5Niit1jyZFePi2VG/cloud/img/organization/workspace-domains.png?fit=max&auto=format&n=5Niit1jyZFePi2VG&q=85&s=9474c2074a547632cc9ee266e31f129c" alt="Workspace settings page showing organization details and the Domains section" className="rounded-lg" width="2048" height="1227" data-path="cloud/img/organization/workspace-domains.png" />

You can update:

* Organization name
* Team size
* Country

***

## Workspace domains

Verify domains your organization owns so teammates with a matching email address can request to join your workspace, without needing a manual invite.

<Steps>
  <Step title="Open the Domains section">
    Go to [Settings > Workspace](https://cloud.blnkfinance.com/cloud/settings/workspace) and scroll to the `Domains` section.
  </Step>

  <Step title="Start adding a domain">
    Click `Add domain` at the top right of the `Domains` section.

    <Frame>
      <img src="https://mintcdn.com/blnk/5Niit1jyZFePi2VG/cloud/img/organization/workspace-add-domain-button.png?fit=max&auto=format&n=5Niit1jyZFePi2VG&q=85&s=856b3f1016efb355a2296336894db75b" alt="Domains section with the Add domain button highlighted" className="rounded-lg" width="2048" height="1227" data-path="cloud/img/organization/workspace-add-domain-button.png" />
    </Frame>
  </Step>

  <Step title="Enter domain details">
    In the `Add domain` panel that opens, enter the `Domain` you own (for example, `company.com`) and a `Verification email` on that domain. Click `Send verification code`.

    <Frame>
      <img src="https://mintcdn.com/blnk/5Niit1jyZFePi2VG/cloud/img/organization/workspace-add-domain-panel.png?fit=max&auto=format&n=5Niit1jyZFePi2VG&q=85&s=cf2f6a38cbd1971fea87cef5f6405a34" alt="Add domain side panel with Domain and Verification email fields" className="rounded-lg" width="2048" height="1227" data-path="cloud/img/organization/workspace-add-domain-panel.png" />
    </Frame>
  </Step>

  <Step title="Confirm ownership">
    Enter the verification code sent to your verification email. Once confirmed, the domain appears in the `Domains` tab.
  </Step>

  <Step title="Review join requests">
    Switch to the `Join requests` tab to approve or decline teammates who signed up with an email on a verified domain.

    <Frame>
      <img src="https://mintcdn.com/blnk/5Niit1jyZFePi2VG/cloud/img/organization/workspace-join-requests.png?fit=max&auto=format&n=5Niit1jyZFePi2VG&q=85&s=5891460dba6997aceda618660c7dc498" alt="Join requests tab showing teammates requesting to join the workspace" className="rounded-lg" width="2048" height="1227" data-path="cloud/img/organization/workspace-join-requests.png" />
    </Frame>
  </Step>
</Steps>

<Tip>
  Domain-based join requests are separate from [team invitations](/cloud/organization/team). Admins can still invite anyone by email from **Settings > Team members**.
</Tip>

***

## Switch workspace

If you belong to more than one organization in Blnk Cloud, you can move between workspaces without signing out.

<Steps>
  <Step title="Open your workspace menu">
    At the top of the left sidebar, click your `workspace name or logo`.

    <Frame>
      <img src="https://mintcdn.com/blnk/V1zKD8N18ifO090g/cloud/img/organization/switch-workspace-sidebar-menu.png?fit=max&auto=format&n=V1zKD8N18ifO090g&q=85&s=4f93285abc9f3a1aa36d63fd112ab936" alt="Sidebar workspace control with the workspace menu open" className="rounded-lg" width="1366" height="768" data-path="cloud/img/organization/switch-workspace-sidebar-menu.png" />
    </Frame>

    Select `Switch workspace`.
  </Step>

  <Step title="Choose a workspace">
    Pick the workspace you want to open. Your current workspace is highlighted in the list.

    <Frame>
      <img src="https://mintcdn.com/blnk/V1zKD8N18ifO090g/cloud/img/organization/switch-workspace-list.png?fit=max&auto=format&n=V1zKD8N18ifO090g&q=85&s=456212978c0319fd37d8907425cb939b" alt="Switch workspace list showing available workspaces with the current one highlighted" className="rounded-lg" width="1366" height="768" data-path="cloud/img/organization/switch-workspace-list.png" />
    </Frame>

    You may see a brief loading state while the switch completes.
  </Step>
</Steps>

When the switch finishes, your dashboard updates to show the workspace you selected. If that workspace still needs setup, Blnk Cloud will walk you through it before you continue.

<Tip>
  If something looks missing after a switch, check that you are in the right workspace and instance. Data does not carry over between workspaces.
</Tip>

***

## Add workspace

Need a separate workspace for another organization? You can create one from the same `Switch workspace` menu.

<Steps>
  <Step title="Open your workspace menu">
    At the top of the left sidebar, click your `workspace name or logo`, then select `Switch workspace`.

    <Frame>
      <img src="https://mintcdn.com/blnk/V1zKD8N18ifO090g/cloud/img/organization/switch-workspace-sidebar-menu.png?fit=max&auto=format&n=V1zKD8N18ifO090g&q=85&s=4f93285abc9f3a1aa36d63fd112ab936" alt="Sidebar workspace menu with Switch workspace option" className="rounded-lg" width="1366" height="768" data-path="cloud/img/organization/switch-workspace-sidebar-menu.png" />
    </Frame>
  </Step>

  <Step title="Create the new workspace">
    Click `Add workspace`, then enter your organization name, team size, and country.

    <Frame>
      <img src="https://mintcdn.com/blnk/V1zKD8N18ifO090g/cloud/img/organization/add-workspace-form.png?fit=max&auto=format&n=V1zKD8N18ifO090g&q=85&s=0c66d39ce6233888506db605bcf90c03" alt="Add workspace form with organization name, size, and country fields" className="rounded-lg" width="1366" height="768" data-path="cloud/img/organization/add-workspace-form.png" />
    </Frame>

    Click `Create workspace` to finish. Blnk Cloud creates the workspace and opens it for you automatically.
  </Step>
</Steps>

***

## Need help?

We are very happy to help you make the most of Blnk, regardless of whether it is your first time or you are switching from another tool.

To ask questions or discuss issues, please [contact us](mailto:support@blnkfinance.com) or [join our Discord community](https://discord.gg/7WNv94zPpx).

<CtaCallout title="Need help with your product?" href="https://blnkfinance.com/contact/us?utm_source=blnk_docs&utm_medium=documentation&utm_campaign=home%2Finstall" buttonLabel="Speak with us" trackingEvent="clicked_pro_support">
  Get dedicated support for architecture reviews, integration planning, ledger workflows, and production deployment.
</CtaCallout>

<RelatedTopics
  items={[
{ title: "Team", href: "/cloud/organization/team" },
{ title: "Billing", href: "/cloud/organization/billing" },
{ title: "Metadata templates", href: "/cloud/organization/metadata-templates" },
]}
/>