Getting started for Admins
- Visit https://app.viewteam.com/ to create your account. By default all new accounts created are on a free trial basis to allow you to try the platform.
- You will be sent a verification email to the address you signed-up with
- After verifying, you will need to complete some additional information such as company and billing details
- Once signed up, you will go through the onboarding process, first step is to set what day of the week your company starts work on (see below).
Account setup
You will be presented with a list of items to complete to get you setup (see blow)
Create a location (Full guide)
- Either click on the link within the notice box or click on the Admin dropdown in the navigation menu and click Locations and floor plans
- Enter a name for the new location
- You can upload an image for the location
Create a floor plan (Full guide)
- Once you've created your location, you will be given the option to add your floor plans, select Add floor plan
- Enter a name for the new floor plan
- Select which location you want the floor plan to be in and click Save and add spaces
Adding desks (Full guide)
- To add a bookable space, simply click anywhere on the floor plan, the spaces tab will become active in the sidebar and the space will be added (see below)
- When you're happy, click Save
- If you need to reposition the space, you can click and drag the space to where you'd like it
Add a user (Full guide)
- Click on the Admin dropdown in the navigation menu and click User management
- Click Add user on the top right of the screen
- Enter the new user's details
- You can optionally toggle Send invite on
- When the user is created, this will send them an email
- If you'd rather invite them later, leave this off and the user will be created but not invited
- When you are happy, click Save and the user will created
- They will also be invited if you have toggled Send invite on