Get your crew up and running.
Practical steps for setting up and running your workspace.
Set up your workspace
Add your company name, choose your industry and select starter templates. They remain drafts until you review them.
Publish your first handbook
Open Content, edit a draft, choose the audience and publish. Invite your colleagues from People.
Check understanding
Employees open My work to read, acknowledge and take courses. Use Reports to see the records.
A few things you might be wondering.
Do I need a call to get started?
No. Create your account, choose your starter content and invite your people. Everything is self-serve.
What happens when my trial ends?
We charge the card you added when you started your trial, unless you cancel before it ends. You can change or cancel your plan in Billing. If your plan ends, your workspace becomes read-only and you can still export your records.
Can I use my own content?
Yes. Write your own content, import a text or Markdown file, or attach a PDF or image. Starter templates are editable drafts for your responsible person to review.
Does my team need a computer?
No. Crewbook works in a phone browser and can be added to the home screen. It needs an internet connection; there is no native app or offline reading yet.
Will AI publish content automatically?
No. AI produces drafts for a manager to review. Employees can ask questions about published content. AI does not replace your company’s responsible person or professional advice.
Can I cancel and take my data with me?
Yes. Manage your subscription through Billing. Owners can export workspace records as JSON, and managers can export completions as CSV.