Creating and Managing Workspaces in askROI

Workspaces are like virtual offices where your team can collaborate, share ideas, and access resources.

Creating a Workspace

Go to Workspaces: Click "Workspaces" in the left sidebar.

Create New: Click the "+" button at the top right and name your workspace.

Add Details: In Workspace Details, edit the title and add a thumbnail image.

Adding Team Members

Click "Add Members": Find this button at the top right of your workspace.

Invite Users: Add registered users from your organization in the Invitation Dialog.

Managing Your Workspace

Edit: Go to the main workspace menu and click "Edit" on the workspace you want to change.
Delete: If needed, use the "Delete Workspace" button at the bottom of the screen.

Navigating Your Workspace

Select Your Workspace: Make sure your desired workspace is selected.
Enter Chat: If not automatically redirected, click "Chat" in the left sidebar to enter your team's chat.
Identify Active Workspace: The sidebar displays the active workspace's thumbnail.

Adding Resources

Workspace-Specific: Knowledge bases, custom prompts, AI assistants, and integrations are specific to each workspace.
Universal Libraries: Prebuilt libraries are available to all users across all workspaces.

You're now ready to collaborate effectively with your team in askROI!

Need Help? If you have any questions, check the "Help" section or email us at support@askROI.com.

Updated on: 06/09/2024