Figma account and workspace setup - Real Business Scenario

Scenario Mode

👤 Your Role: You are a business intelligence analyst starting a new project with your design team.

📋 Request: Your manager wants you to set up a Figma account and workspace so the team can collaborate on BI dashboard designs.

📊 Data: You have basic information like team member emails and project name.

🎯 Deliverable: Create a Figma account, set up a workspace named after the project, and invite team members to collaborate.

Sample Data

Team Member Name	Email
Alice Johnson	[e-mail]
Bob Smith	[e-mail]
Carol Lee	[e-mail]

1

Step 1: Go to figma.com and create a new account using your work email.

Fill in your name, email, and create a secure password. Verify your email address by clicking the link sent to your inbox.

Expected Result

You have a verified Figma account ready to use.

2

Step 2: Create a new workspace for your BI project.

In Figma, click on your profile icon, select 'Create new team', and name it 'BI Dashboard Project'.

Expected Result

A new workspace named 'BI Dashboard Project' is created.

3

Step 3: Invite your team members to the workspace.

In the workspace settings, enter the emails from the sample data: [e-mail], [e-mail], [e-mail], and send invitations.

Expected Result

All team members receive invitations to join the 'BI Dashboard Project' workspace.

4

Step 4: Confirm that team members have accepted the invitations.

Check the workspace members list to see their status as 'Active'.

Expected Result

All invited members are listed as active collaborators in the workspace.

Final Result

BI Dashboard Project Workspace
-----------------------------
| Alice Johnson  (Active)   |
| Bob Smith      (Active)   |
| Carol Lee      (Active)   |
-----------------------------
Ready for collaborative BI dashboard design.

✓A Figma workspace named 'BI Dashboard Project' is set up.

✓Team members are successfully invited and active.

✓The team can now collaborate on BI dashboard designs in real time.

Bonus Challenge

Set up a shared Figma file with a simple BI dashboard wireframe template.

Show Hint

Use Figma's 'New File' option inside the workspace and create frames with placeholders for charts and KPIs.