> ## Documentation Index
> Fetch the complete documentation index at: https://docs.mergeoa.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Account setup: Configure your workspace

> Walk through creating your Merge company account, inviting team members, and configuring your workspace before sending the first assessment.

Before you can send your first assessment, you need a Merge company account with your workspace configured and the right people invited. This page walks you through the full setup process — from requesting access to connecting your ATS — so your team is ready to evaluate candidates the moment onboarding is complete.

## Getting Access

Merge is offered to companies through approved onboarding. To get started, book a 30-minute demo with the Merge team at [cal.com/mergeoademo/30min](https://cal.com/mergeoademo/30min). During the demo, you'll see the platform in action and discuss the right configuration for your hiring workflow.

After your demo, the Merge team will approve your organization and send you an invite code. Use that code along with your work email and company name to complete registration and create your workspace. You'll set a password during sign-up — there's no separate identity provider required to get started.

## Account Settings

Once you're signed in, navigate to **Settings** to manage your profile and workspace preferences. A few things worth configuring before you send your first assessment:

* **Company logo and name** — Upload your logo and confirm your company display name. Both appear in candidate-facing communications, including the invite email and the assessment interface.
* **Email notifications** — Configure which team members receive email alerts when a candidate completes an assessment. You can notify all team members, specific individuals, or route notifications through a shared inbox.

## Inviting Team Members

You don't have to manage assessments alone. Go to **Settings > Team** to invite colleagues to your Merge workspace. Enter their work email addresses and they'll receive an invite to join your organization.

Team members you invite can:

* View and compare candidate scorecards
* Create and configure new assessments
* Manage ATS integrations and workspace settings

<Note>
  Candidate data is only visible to authorized team members within your organization. Merge does not share candidate information across company accounts.
</Note>

## Connecting an ATS

Connecting your applicant tracking system is the fastest way to integrate Merge into your existing hiring process. Once connected, your ATS can trigger candidate invites automatically and receive completed scorecards without any manual export steps. Merge supports Lever, Greenhouse, Ashby, Workday, iCIMS, SmartRecruiters, Rippling, BambooHR, Workable, Recruitee, Breezy HR, and Pinpoint.

See [Integrations Overview](integrations/overview) for full setup instructions for each supported platform, including the permissions and credentials required for each connection.

## Next Steps

Your account is set up and your team is in. Here's where to go next.

<CardGroup cols={2}>
  <Card title="Create an Assessment" icon="clipboard-list" href="assessments/creating">
    Configure your first assessment — set the difficulty, specialization, and language surface for your open role.
  </Card>

  <Card title="Connect Your ATS" icon="plug" href="integrations/overview">
    Link Merge to Lever, Greenhouse, Ashby, or another supported ATS to sync invites and scorecards automatically.
  </Card>
</CardGroup>