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When you first create a HeyGen account using your work email, you are automatically assigned the Admin role for your workspace. This gives you full control over settings such as billing, permissions, and security so you can establish a solid foundation from the beginning. After signing in, you will be prompted to name your workspace, often using your company or team name, and upload a profile image or logo to make it easily identifiable.
Once the workspace is created, you can open the workspace settings to adjust the basics. Here, you can update the workspace name, replace the image, and begin tailoring the environment to match your organization.
The next step is adding teammates. Inside the Members tab, you can invite team members by email and assign the appropriate roles. Admins manage billing and security, Editors create and update content, and Viewers can watch videos without making changes. Assigning the right role helps maintain structure and ensures everyone has the access they need.
As the Admin, you also oversee workspace security. In the Security settings, you can enable single sign-on through providers such as Okta or Microsoft Entra ID, turn on two-factor authentication, and apply role-based permissions. These tools help keep your workspace safe and protect your content as your team grows.
After completing these steps, your workspace is fully configured and ready for collaborative video creation. With the essential setup in place, you can move on to building your brand kit, working inside AI Studio, and creating your first videos with avatars, voices, and templates.