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Setup checklist for general users

Set up your workspace (for Teams/Pro users)

Welcome to HeyGen Academy.
The first step to getting started is setting up your workspace. This process allows you to create and customize your workspace so it’s ready for your team to collaborate effectively.

Access your workspace settings
From your HeyGen homepage, click the arrow next to your name in the bottom left corner.

Under Personal, you’ll see your individual account.
Under Workspace, you’ll see all HeyGen workspaces you’ve joined or been invited to.

When you first create your personal account, you are usually on a free plan. Once you join your enterprise workspace, you will get access to all enterprise features and security settings.

You’ll know you’re viewing the enterprise workspace when you see Enterprise in the bottom-left corner.

Create and configure a new workspace
To create a new workspace, open the menu in the bottom-left corner and go to Settings.

In your workspace settings, you can:

  • Enter your workspace name
  • Upload a logo
  • Add a short description
  • Set who is allowed to join the workspace
  • Control who can invite new members

You can also enable AI-Assisted Watermarking to apply a watermark to all videos created in the workspace.

Choose who can join your workspace
You have three options for controlling access to your workspace:

  • Anyone with your company email domain can join automatically
    This option is ideal for large teams or plans with unlimited seats. Anyone using your company email domain can sign up, bypass the paywall, complete onboarding, and join the workspace automatically without approval.
  • Anyone with your company email domain must request to join
    This option is recommended if you have a limited number of seats or would like more control over who joins. Users with your domain can request access, which you can then approve or deny.
  • Only members who are invited manually can join
    This option offers the highest level of control and privacy. The workspace can be discovered only by users you invite directly.

Once you’ve completed these steps, your workspace is fully set up.
You’ve named your workspace, added your logo, and customised the settings to reflect your brand.

Your workspace is now ready, and you can begin inviting team members whenever you’re ready to collaborate.