Your Yoho workspace is where your team collaborates, from planning to launching creative campaigns. Setting up your first workspace only takes a few steps.
Step 1: Create or join a workspace
When you first sign in to Yoho, you’ll either:
Start a new workspace if you’re the first user from your team, or,
Be invited to an existing workspace (via email)
If you're setting one up from scratch, you'll be the Account Owner by default.
Step 2: Invite your team
Go to Settings → Admin and click the ➕ icon to invite users.
You can invite:
Admins (for planning, managing access, and settings)
Contributors (for assignments, uploads, creative work)
📝 Pro tip: You can create custom roles under Admin Roles. You can create admin/user level roles, define permissions for each functionality, like who can edit plans, upload creatives, or submit work.
The custom admin role will then appear in the drop-down menu under User Role when inviting a new user. Learn more about custom user roles and how to invite a team member.
Step 3: Set your brand guidelines
Head over to Creative Central to:
Define your contributor types (e.g., Affiliate, Designer)
Create tags for creatives (e.g,. “Evergreen”, “Hook”)
Set up audience profiles, brand angles, and campaign goals
This step ensures consistency across teams and contributors.
Step 4: Start planning
Jump into the Plan tab to map out your first campaign. From there, you can:
Add calendar events
Start collecting ideas
Create assignments for your team
That’s it! Your workspace is live.
You’re now ready to start collaborating in Yoho. You can build out your calendar, assign creatives, and organize everything in one place with full visibility into what’s happening next.