Workspaces explained

How do I create a workspace?

How do I select a different workspace?

How do I search for stripe verified businesses?

Where do I add, delete or edit labels?

How do I invite people into a workspace?

How do I delete/remove a workspace member?

How do I personalise my profile page and profile picture?

 

How do I create a workspace?

  1. Click bubbles.png
  2. Click top left workspace selector, or (swipe right/left to open/close)
  3. Type in the workspace name where it says "Create new workspace"
  4. Press "Create workspace" button.

 

How do I select a different workspace?

  1. Click bubbles.png
  2. Click top left workspace selector, or (swipe right/left to open close)
  3. Select a workspace or create new.

 

How do I search for Stripe verified businesses?

  1. Click grey.png (bottom menu bar)
  2. Click search box and  type the company name
  3. Choose the company
  4. If the business you want is not there, create a new job/chat and invite them in to that job. To learn how, click here.

 

Where do I add, delete or edit labels?

  1. Make sure you are in the right workspace
  2. Go to profile page Workspace profile.png
  3. Click "labels"
  4. Click label to be edited, or create a new label by selecting a colour and naming it.
  5. Click "Create label" button.

NB New chat label and Trash label can not be edited.

 

How do I invite people into a workspace?

  1. Make sure you are in the correct workspace
  2. Select profile page Workspace profile.png 
  3. Click "members"
  4. Click add member.png
  5. Select SMS, email, or media of your choice to send the link.

NB They receive a hyperlink to click and follow your invite. Learn more

 

How do I delete/remove a workspace member?

  1. Select profile page Workspace profile.png
  2. Click "members"
  3. On a members name swipe left to reveal delete icon delete.png
  4. Click delete. Follow prompts (if any).

 

How do I personalise my profile page and profile picture?

  1. Select profile page Workspace profile.png
  2. Click the blank profile picture
  3. Follow prompts to upload or take new image
  4. Edit other details by clicking the pencil icon edit.png
  5. Remember to save changes.