Set Up Your Workspace

This article will guide you through setting up your core workspace and inviting your team members.

Written by John Philip

Updated 1 week ago

Getting these foundational steps right ensures your Basementgrid environment is ready for action.

1. Create Your Workspace

Your Workspace is the central hub for all your properties and operations in Basementgrid. This is where everything begins.

How to do it:

After signing up, you'll be prompted to Create Workspace.
Enter your desired Workspace Name (e.g., "Maplewood Management," "Downtown Property Group").
Follow any on-screen prompts to confirm or set up basic details.
Click Next.

Tip: Choose a name that clearly identifies your organization or property group.

2. Invite Team Members to Join

Once your workspace is ready, the next crucial step is to bring your team into Basementgrid. This includes your property managers, maintenance staff, and any other internal personnel who will use the system.

How to do it:

Enter the email address of the person you want to invite.
Assign their Role (e.g., Administrator, Collaborator, Requester).
They will receive an email invitation to join your workspace.

Tip: Assign roles carefully, as they determine what each user can see and do within Basementgrid.

What's Next?

With your workspace created and your team invited, you've established the foundation! Your next step is to populate your workspace with the specifics of your properties.

Proceed to the next article: Adding Your Locations and Assets to fully prepare your Basementgrid for managing work orders.

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