Getting Started — Account Owners
As an Account Owner, you control who has access to Lens and what each team member can do. This guide walks you through the initial workspace setup, from signing in for the first time to inviting your first consultant.
Who this is for: Account Owners and Workspace Admins.
What you set up
Before your consultants can open engagements, you need to:
- Complete the onboarding and set up your organisation
- Invite your consultants
- Assign the right capabilities to each team member
Lens is ready to use as soon as those three steps are done. There is no additional configuration required before the first engagement.
Sign up and complete onboarding
Go to the Lens sign-up page and create your account. You will be prompted to name your organisation and complete a short onboarding flow.
Your organisation name appears at the top of every report. Use your consulting firm’s trading name — for example, “Al Rashid Advisory” or “Müller Service Consulting GmbH”.
Invite your team
From the main navigation, go to Settings → Team.
Click + Invite member and enter your consultant’s email address. They will receive an invitation link.
You can invite multiple team members at once. Each invitation is scoped to your organisation.
Assign roles and capabilities
When a team member accepts their invitation, you assign them a role. Lens has three roles:
| Role | What they can do |
|---|---|
| Consultant | Open engagements, work the Canvas, add feedback, sign off reports |
| Consultant (read-only) | View engagements and the Canvas — no edits, no sign-off |
| Workspace Admin | Manage team members and capability assignments |
You remain the Account Owner with full access to all capabilities.
A Consultant (read-only) is useful when a senior team member needs to review an engagement without risk of editing it, or when a Dealer Principal is given a workspace view.
Check your subscription plan
Go to Settings → Plan to review what is included in your current subscription. The free tier allows a limited number of engagements. If your team is growing or you expect to run many engagements simultaneously, review the available plans from this page.
What happens next
Once your team is set up, your consultants can:
- Create a dealership record for any client
- Open a new engagement and begin the audit immediately
- Work through the Canvas independently or in parallel with other team members
- Sign off and export the final report
All dealership records and engagements are shared across your workspace — your team works from one roster, with no duplicated records.
Common questions
Can I add more team members after the initial setup? Yes. Go to Settings → Team at any time to invite additional members. There is no limit on team size at the workspace level.
Can two consultants work on the same engagement at the same time? One consultant works an engagement at a time. The Canvas saves changes automatically, so if two people are viewing the same engagement, one should take the lead to avoid conflicting edits.
Can I restrict which dealerships a consultant can see? All dealerships in the workspace are visible to all Consultants. Engagement access is not restricted by individual dealership. If you need team-level separation, you would need separate workspaces.
What if a team member leaves? Go to Settings → Team, find the member, and deactivate their account. Their previous work — engagements, documents, and signed reports — remains in the workspace and is unaffected.