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January 15, 2025

Getting Started with Team Collaboration

Learn how to set up your team and start collaborating effectively from day one.

SC

Sarah Chen

2 min read

Getting Started with Team Collaboration

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.

Setting Up Your Workspace

The first step is creating your workspace. A workspace is the central hub where all your team's work lives.

  1. Navigate to the Dashboard
  2. Click "Create Workspace" in the top right
  3. Enter a name and description
  4. 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:

  1. Go to Settings > Team Members
  2. Click Invite Members
  3. Enter their email addresses
  4. Select their role (Admin, Editor, or Viewer)
  5. Send the invitations

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

Next Steps

Now that your team is set up, explore these features:

Happy collaborating!