Setting up Roomie takes a few minutes. Here is how to create your workspace, invite your team and set their roles.
Create a workspace
Go to login.roomie.work/orgSignUp. You will see this screen:
Enter:
- Admin name
- Admin email
- Organisation name
Then click Create Workspace. You will get a verification email. If it does not arrive, check your spam folder.
Click Verify Email & Setup Workspace in the email. Then fill in the admin and company details and complete the setup.
Your workspace is now ready. It looks empty at first, so the next step is to invite your team.
Invite team members
Click the bottom-left corner of the screen. You will see an Invite button there.
A window opens where you can add email addresses.
Add as many as you need. Each person gets an email to join the workspace.
Set user roles
Once your team is invited, set their roles so each person has the right access.
Click the Settings icon in the bottom-left corner of the screen.
Go to Users, and update each person's role from the table.
That is it. Your workspace is set up, and your team can start working in it. Next, you may want to create chat rooms for your team.