Skip to main content

Getting Your Network (or Workspace) Up and Running

A simple seven-step process to help you set up your workspace on Boombirds

Jonathan Kidd avatar
Written by Jonathan Kidd
Updated over 3 years ago

A Network (or Workspace) is essentially the digital representation of your business. It encompasses your instance on Boombirds and contains your teams, customers, workflows, service request, and more.ย 

Setting up your Network (or Workspace) on Boombirds is one of the first steps that users need to complete in order to get started. Take a look at this video where we take you through a simple seven-step process to configure your Network (or Workspace) on Boombirds:

In summary,

Assign Network (or Workspace) owners and define administrator roles and permissions

Define user types and configure permissions for each user type

Cluster employees into teams or groups

Configure the form that gathers details on new employees on Boombirds

Group customers into groups based on requirements or convenience

Configure the form that gathers details from customers on Boombirds

Configure new user invite preferences, choose currency, specify time zones, and set personalised messages for new users. Click on 'Publish' to confirm workspace configuration.ย 

Click here to configure your Network (or Workspace) on Boombirds.ย 

Recommended articles:

Please use the chat icon on the bottom left corner of the screen for any questions you have or assistance you may need. ๐Ÿ‘‹

We are always happy to help! ๐Ÿ˜€

Did this answer your question?