Launch Caret and sign in with your account credentials. If you don’t have an account yet, you’ll be prompted to create one.

After signing in for the first time, you’ll be prompted to create a new workspace or join an existing one.

Click on “Create a Workspace” to start fresh.

Fill in the details for your workspace:

• Workspace Name: A name for your team or organization
• Workspace URL: A unique URL for your workspace (e.g., yourcompany.caret.so)
• Industry: Select the industry that best describes your business

Set up your initial preferences:

• Default language: The primary language used in your meetings
• Translation language: Language to translate meetings into (if needed)
• Theme preference: Light or dark mode for the Caret interface

Click on your profile picture in the top-right corner and select “Workspace Settings” from the dropdown menu.

In the sidebar, click on “Members” to manage your team.

Click the “Invite Members” button in the top-right corner.

Enter the email addresses of the team members you want to invite. You can add multiple emails separated by commas.

Click “Send Invitations” to email invite links to your team members.

Invited members will receive an email with instructions to join your workspace.

From Workspace Settings, select “Tags” in the sidebar.

Click “Create Tag” and specify:

• Tag Name: A descriptive name (e.g., “Sales Call”, “Team Meeting”)
• Tag Color: Choose a color for visual identification

You can edit or delete existing tags as needed:

• Click on a tag to edit its name or color
• Click the trash icon to delete a tag