Setting Up Your Workspace
Last updated October 17, 2024
Welcome to Officely! Setting up your workspace in Officely is a straightforward process that helps you organize your office spaces, manage bookings, and streamline team collaboration. This guide will walk you through the essential steps to set up your workspace and start maximizing your efficiency with Officely.
Step-by-Step Guide to Setting Up Your Workspace:
- Sign in to Officely
- Visit Officely’s website .
- Enter your login credentials or create a new account if you're a first-time user.
- Create Your Workspace
- Once logged in, navigate to the "Workspaces" tab in the dashboard.
- Click on the “Create Workspace” button.
- Provide a name for your workspace and select its location.
- Customize Your Workspace Settings
- Set up desk availability and office hours.
- Configure booking policies for employees (e.g., daily, weekly limits).
- Choose whether to enable flexible seating or assign permanent desks.
- Add Team Members
- Go to the "Users" section of your workspace.
- Invite team members by entering their email addresses.
- Assign specific roles (e.g., Administrator, User) based on their responsibilities.
- Integrate Office Tools
- Navigate to the "Integrations" tab to connect Officely with tools like Slack or Microsoft Teams.
- Enable notifications for desk booking confirmations and workspace updates.
- Review and Publish
- Review your workspace settings for accuracy.
- Click "Publish" to make the workspace live for team members to start booking.
Congratulations! Your Officely workspace is now set up and ready for use. Enjoy the seamless office management experience that Officely offers!
This brief guide provides the fundamental steps for setting up your workspace in Officely. For more detailed instructions or further support, visit Officely's help center.
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