Setting up your roomie workspace

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Setting up roomie workspace from scratch. Inviting team members and managing roles.

Setting up roomie is pretty easy.

Creating a workspace

Screenshot 2025-06-25 at 11.44.36 AM.png



Go to https://login.roomie.work/orgSignUp page. You should see the following screen


Input the following data

  • Admin Name
  • Admin Email
  • Organization Name

Finally Click Create Workspace button. You should get email for verification. If you did not get the email please check your spam folder.

Screenshot 2025-06-25 at 11.50.40 AM.png



Now click on the Verify Email & Setup Workspace button

After that input necessary admin and company details and finally complete the setup



Screenshot 2025-06-25 at 11.54.00 AM.png
Screenshot 2025-06-25 at 11.55.32 AM.pngScreenshot 2025-06-25 at 11.55.56 AM.png



After this you should be able to access roomie workspace. As below. Pretty scary right :D. Don't worry we will start inviting team and give make this workspace more lively

Screenshot 2025-06-25 at 12.03.59 PM.png



Inviting Team members



Inorder to invite team member just click on bottom left cornor of the screen. You will see invite button there.

Screenshot 2025-06-25 at 12.07.36 PM.png

Once clicked you should be able to see the modal to add emails like below.

Screenshot 2025-06-25 at 12.10.03 PM.png

Add as many emails as you like and the users should get email notification for onboarding.


Updating user roles


Now that we have created our workspace and our team are ready for onboarding we have a crucial step of role management.

In order to update role click on the setting icons in the bottom left cornor of the screen

Screenshot 2025-06-25 at 12.13.36 PM.png

After that go to the users section and update and manage user roles from the table.

Screenshot 2025-06-25 at 12.15.22 PM.png
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