Set up your workspace

The first step to using Conduit is to create a workspace for your team

Overview

Workspaces allow for multi user collaboration, meaning multiple users can work together in real time, streamlining guest communication and operational workflows.

Conduit uses workspaces to streamline collaboration among team members while maintaining organization.

Workplaces allow for separate, organized spaces for different client accounts or departments while preserving the ability for teams to collaborate together in real time.

For example, if you operate two distinct brands, Conduit allows you to manage two separate workspaces without needing separate accounts.

General Setting

Setting up a workspace is simple and ensures that your team is well-organized for collaborative work.

1. Create a Workspace:

   • When you create a Conduit account, your first workspace will be automatically generated. This workspace serves as the home for all your company's messaging and guest interaction tools.

2. To add members:

   • Navigate to Settings > Members > + Add

   • Select the member’s role in the workspace

3. To switch between Workspaces:

   • Click on the workspace name in the top left corner

   • Hover over the workspace.

   • Select the workspace you want to access from the list or create a new one

Managing Member Roles

In Conduit, there are two primary roles:

• Admin: Full access to all settings, including user management, billing, and workspace configuration. Admins can invite, promote, or demote members as needed.

• Member: Limited access, typically restricted to day-to-day use, such as interacting with guests and managing reservations. Members cannot manage billing or other administrative tasks.

To invite new members to your workspace:

1. Go to Settings > Members.

2. Click on the Add button.

3. Enter the email address of the member you want to invite.

4. Select whether you want the new user to be an Admin or a Member.

5. Click Send Invite.

Once invited, the new member will receive an email with steps to join the workspace.

To manage current members:

1. In Settings > Members, you will see a list of active members and pending invites

2. Click on the three dots next to a member’s name to:

   • Edit Role: Change their role from Admin to Member or vice versa

   • Remove Member: Remove them from the workspace entirely

Member Invitations

When an invitation is sent, the member will receive an email prompting them to create their account and join the workspace. Ensure they check their spam folder if they don’t see it right away. If your team operates across multiple workspaces, members can switch between workspaces in the app’s interface by selecting the workspace switcher in the navigation menu.

If you need to suspend a member or manage roles across multiple workspaces, admins have full flexibility to manage permissions to ensure smooth operations within your Conduit environment.