> For the complete documentation index, see [llms.txt](https://support.holidayhero.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.holidayhero.com/partner-portal/workspace/create.md).

# Create

<figure><img src="/files/1LguOVvdCl19dyhGMJYc" alt=""><figcaption><p>Setting up an organization on behalf of a customer</p></figcaption></figure>

#### What does creating a workspace do? <a href="#what-does-creating-a-workspace-do" id="what-does-creating-a-workspace-do"></a>

Creating a workspace sets a customer up on HolidayHero without making them go through signup themselves. You fill in their organization details and who runs it, and we create the account and hand it to that person. The workspace is attributed to you and appears in your [Workspaces list.](/partner-portal/workspace.md)

Use it when you are onboarding a customer hands-on. If you would rather they sign themselves up, share an [affiliate link](/partner-portal/affiliate/link-details.md) instead — the result lands in the same list.

Reach the form with **Create workspace** on the **Workspaces** page.

#### Organization <a href="#organization" id="organization"></a>

The public details of the new workspace.

<table><thead><tr><th width="241.19140625">Field</th><th>Description</th></tr></thead><tbody><tr><td><strong>Workspace name</strong></td><td>Required. The organization's name, for example the property or company name.</td></tr><tr><td><strong>Country</strong></td><td>Required. Defaults to the country on your own account.</td></tr><tr><td><strong>Locale</strong></td><td>Required. The language the workspace starts in. Defaults to your own.</td></tr><tr><td><strong>Currency</strong></td><td>Required. Defaults to <strong>EUR</strong>.</td></tr><tr><td><strong>Phone</strong></td><td>Required. A contact number for the organization.</td></tr><tr><td><strong>Website</strong></td><td>Optional. Must be a full URL, including <code>https://</code>.</td></tr><tr><td><strong>Attribute to affiliate link</strong></td><td>Optional. Credits the new workspace to one of your <a href="/pages/bPnmlUcvhU9mJTLibsjy">affiliate links</a>, so it shows up in that link's numbers. Only appears once you have at least one link.</td></tr></tbody></table>

#### Operator <a href="#operator" id="operator"></a>

The person who will actually run the workspace.

<table><thead><tr><th width="245.953125">Field</th><th>Description</th></tr></thead><tbody><tr><td><strong>First name</strong></td><td>Required.</td></tr><tr><td><strong>Last name</strong></td><td>Required.</td></tr><tr><td><strong>Email</strong></td><td>Required. Where the invitation is sent, and the address they will sign in with.</td></tr><tr><td><strong>Add me to this workspace</strong></td><td>Optional. Also attaches you as an operator on the new workspace, using your partner email.</td></tr></tbody></table>

{% hint style="info" %}
If that email already belongs to a HolidayHero account, the person is added to the workspace directly. If it doesn't, we send them an invitation. The confirmation message after you submit tells you which of the two happened.&#x20;
{% endhint %}

#### Creating it <a href="#creating-it" id="creating-it"></a>

1. Go to **Overview → Workspaces**.
2. Click **Create workspace**.
3. Fill in the **Organization** details.
4. Fill in the **Operator** details, and decide whether to tick **Add me to this workspace**.
5. Click **Create workspace**.

You land back on the workspaces list with a confirmation, and the new workspace is in it.

{% hint style="info" %}
Get the operator's email right before you submit. It determines who receives access to the account, and you cannot correct it from the portal afterwards. {
{% endhint %}

***

#### Frequently Asked Questions <a href="#frequently-asked-questions" id="frequently-asked-questions"></a>

<details>

<summary>Should I tick "Add me to this workspace"?</summary>

Tick it when you are setting the account up for the customer and need to get in and configure things. Leave it unticked when you are only making the introduction. It attaches you as an **operator** using your partner email, which gives you admin-panel access to that workspace.

</details>

<details>

<summary>Do I have to attribute the workspace to an affiliate link?</summary>

No, it is optional and the workspace is credited to you either way. Choosing a link is only about which channel gets the credit in your per-link numbers.

</details>

<details>

<summary>The operator never received their invitation.</summary>

Check the address you entered — a typo sends the invite into the void, and it cannot be corrected from the portal. Ask them to look in their spam folder, and contact HolidayHero if it still hasn't arrived.

</details>

<details>

<summary>Can I edit a workspace after creating it?</summary>

Not from the portal. Once it exists, the workspace belongs to its operators and is managed in the HolidayHero admin panel. Your list shows its name, type, status and creation date, and nothing else is editable here.

</details>

<details>

<summary>The form rejected my website address.</summary>

It must be a complete URL including the scheme — `https://example.com`, not `example.com`. It is optional, so you can also leave it empty.

</details>

***

## Agent Instructions: Querying This Documentation <a href="#agent-instructions-querying-this-documentation" id="agent-instructions-querying-this-documentation"></a>

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