Getting Started with Team Collaboration
Learn how to set up your team and start collaborating effectively from day one.
Sarah Chen
2 min read
Getting Started with Team Collaboration
Welcome to our platform! This guide will help you set up your team and start collaborating effectively from day one.
Invite your team members early to get everyone onboarded at the same time. This makes coordination much easier!
Setting Up Your Workspace
The first step is creating your workspace. A workspace is the central hub where all your team's work lives.
- Navigate to the Dashboard
- Click "Create Workspace" in the top right
- Enter a name and description
- Choose your workspace visibility settings
// Example: Creating a workspace via API
const workspace = await api.workspaces.create({
name: 'My Team',
description: 'Our collaborative workspace',
visibility: 'private',
})Inviting Team Members
Once your workspace is ready, it's time to bring in your team.
Via Email Invitation
The easiest way to add team members is through email invitations:
- Go to Settings > Team Members
- Click Invite Members
- Enter their email addresses
- Select their role (Admin, Editor, or Viewer)
- Send the invitations
Team members will receive an email with a link to join your workspace. The link expires after 7 days.
Via Shareable Link
For larger teams, you can create a shareable invite link:
const inviteLink = await workspace.createInviteLink({
role: 'editor',
expiresIn: '7d',
maxUses: 50,
})Best Practices
Here are some tips for effective team collaboration:
- Set clear permissions - Not everyone needs admin access
- Use channels - Organize discussions by topic or project
- Document everything - Keep important decisions recorded
- Regular check-ins - Schedule weekly sync meetings
Always review your team's access permissions periodically. Remove access for team members who have left the organization.
Next Steps
Now that your team is set up, explore these features:
Happy collaborating!