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    Setting Up Your Workspace

    Configure your TeamerHQ workspace to match your organization's needs. Follow this guide to set up everything from basic branding to advanced security settings.

    Setup Progress

    1
    Basic Setup
    Required
    2
    Team Structure
    Required
    3
    Security
    Required
    4
    Integrations
    Optional
    5
    Customization
    Optional

    1. Basic Configuration

    Required

    Set up the fundamental aspects of your workspace.

    Workspace Name & URL

    Choose a unique name and URL for your workspace

    • •Select a clear, recognizable workspace name
    • •Customize your workspace URL (e.g., company-name.teamerhq.com)
    • •Add a brief workspace description
    • •Set workspace timezone and language preferences

    Branding

    Add your company's visual identity

    • •Upload your company logo (recommended size: 256x256px)
    • •Set a workspace avatar for notifications
    • •Choose brand colors for your workspace theme
    • •Customize loading screens and system messages

    2. Team Structure

    Required

    Organize your team and set up departments.

    Role Configuration

    Define roles and permissions

    • •Set up role hierarchies
    • •Configure role-based permissions
    • •Create custom roles for specific needs
    • •Set up approval workflows

    User Management

    Configure user-related settings

    • •Set up user onboarding workflows
    • •Define user profile requirements
    • •Configure user groups and access levels
    • •Set up user activity monitoring

    3. Security & Compliance

    Required

    Configure security settings and compliance rules.

    Security Settings

    Set up security measures

    • •Configure 2FA requirements
    • •Define session timeout rules
    • •Set up IP allowlisting

    Compliance Rules

    Establish compliance guidelines

    • •Configure audit logging
    • •Define content moderation rules
    • •Set up compliance reporting

    4. Integrations & Automation

    Set up tools and automated workflows.

    Tool Integration

    Connect essential tools

    • •Configure calendar integration
    • •Set up file storage services

    Workflow Automation

    Create automated processes

    • •Set up automated welcome messages
    • •Configure notification workflows
    • •Create custom bot commands
    • •Set up scheduled tasks

    Additional Configuration Options

    More Integrations

    Configure workspace-wide preferences

    Rules Set

    Set messaging and channel guidelines

    File Management

    Configure file sharing and storage

    Automation

    Set up workflow automations

    Up Next

    Messaging

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