> ## Documentation Index > Fetch the complete documentation index at: https://docs.erstan.com/llms.txt > Use this file to discover all available pages before exploring further. # Setting up a workspace > Walk through the onboarding wizard: name your workspace, connect NetSuite, add an AI provider, and invite teammates. A **workspace** is your company account in Erstan, tied to one NetSuite environment (production or sandbox). The first time you create one, a guided setup wizard walks you through naming it, connecting NetSuite, adding an AI provider, and inviting teammates so agents have everything they need to work. Erstan is in **Beta** (waitlist-gated). Creating a new company or workspace requires an access code, and **Owners** and **Admins** are the only roles that can create workspaces. ## Sign in Open Erstan and you land on the login screen. Choose how to sign in: Sign in with a Google account. Sign in with a Microsoft account. Sign in through your company's identity provider. Enter your email, then continue with a password or a 6-digit code sent to your inbox. With email, you can use a password or request a one-time code ("Check your email"); the screen also offers **Use password instead** and **Forgot password?**. A **Continue with NetSuite** option may appear depending on your environment. By continuing you confirm you've agreed to the Beta agreement terms. Accounts not yet cleared for Beta see a waitlist state ("You are on the Erstan beta waitlist"). ### Create a new company If you're starting a fresh workspace rather than joining one, choose **Create new account** on the login screen, verify your identity, and enter the **access code** that unlocks company creation. Enter your **company name**, select **Create Company**, and continue into the setup wizard. ## The setup wizard A workspace that still needs setup opens a six-step wizard. The left rail shows **Workspace onboarding** and your progress. Steps are gated — you finish each one before moving on, though the NetSuite, AI provider, and invite steps can be skipped and finished later. The Erstan workspace onboarding wizard with its steps and a completion summary Name your workspace. Optionally upload a square icon (PNG, JPG, or .ico, up to 256 KB). Choose **Company** (Personal is currently disabled), then enter the **Company name** and an optional **Legal name**. Confirm the **Beta** plan. Free, Pro, Team, and Enterprise plans appear but show **Coming soon** and aren't selectable yet. Enter your **NetSuite account ID** (for example `1234567` or `1234567_SB1`) and connect, or choose **Skip for now** and connect later. This sets up the shared workspace connection; see [Connecting NetSuite](/connectors/netsuite) for the full method choice and bundle install. Connect **OpenAI** or **Anthropic** so chat and agents have a model to run on. You can also skip this and add a provider later — see [Connecting an LLM provider](/connectors/llm-providers). Add teammate email addresses as chips to send invites, or **Skip for now** and invite people later. When you finish, the **Workspace ready** screen appears and you can select **Go to workspace** to land on the [Home launchpad](/get-started/tour). Any step you skipped shows as **Skipped for now** in the completion summary, ready to finish from Connectors or Settings. Each workspace maps to a single NetSuite account. If you enter an account ID already bound to another workspace, Erstan offers **Request access to join** or **Open workspace** instead of letting you reconnect the same realm — it won't create a duplicate binding. ## After setup: connect NetSuite for everyone The setup wizard establishes the **workspace connection** to NetSuite. NetSuite uses **per-user authorization**: each member then authorizes their own NetSuite user and role before agents can act as them. Agents call NetSuite tools *as you*, so your own NetSuite permissions control what they can read and change. Sets up the shared workspace connection (in the wizard or from **Connectors**), choosing the recommended **Erstan app** method or **Your own setup**. See [Connecting NetSuite](/connectors/netsuite). Authorizes their own NetSuite user from the connector's Authorizations tab or from a chat **Authorization Required** card. See [Authorizing your NetSuite user](/connectors/netsuite-authorize). Open **Connectors** to finish either step. Chat and agents need a connected AI provider, and most finance work needs NetSuite. Agents act with your NetSuite role and pause for **approval** before any write. Keep write actions on **Require approval** rather than auto-approving them when you're getting started. See [Managing NetSuite: tools & write policy](/connectors/netsuite-manage). ## Who can do what | Action | Owner | Admin | Member | | --------------------------------- | ----- | ----- | ------ | | Create a workspace | Yes | Yes | No | | Run the setup wizard | Yes | Yes | No | | Invite and manage people | Yes | Yes | No | | Authorize their own NetSuite user | Yes | Yes | Yes | Sandbox environments appear as a **Sub-workspace** nested under their production workspace, and the production workspace shows a **Has sandbox** badge. Use a sandbox workspace to try agents safely before pointing them at production. ## Next steps Choose a method and finish the NetSuite connection. Add OpenAI or Anthropic so chat and agents can run. Invite teammates and manage roles. Run your first agent end to end.