Skip to main content

Setting up your workspace

Rick avatar
Written by Rick
Updated over a week ago

Quick start

You can personalize NEXT AI to your liking - workspace name and logo. The platform offers robust Access Controls and User Management capabilities.

πŸ™‹β€β™€οΈ You need to have admin access to do this. You’re an admin automatically if you signed up via our website.

Workspace branding

  • Click on your profile picture on the top right of the screen β†’ Settings β†’ Setting (under Company)

  • Edit Workspace name under "Company name"

  • Edit the logo by clicking the round circle

  • If you have multiple teamspaces in the workspace, you can select the default teamspace from the dropdown.

Manage Users

  • Click on your profile picture on the top right of the screen β†’ Settings β†’ User

  • Here you can manage users:

    • You can Activate/Deactivate users

    • Change their role (Admin/Full User/Viewer)

    • Find out when they joined the Workspace

    • Sanitize their PII

    • Add notes to the user (eg. cost center, BU to which they belong, etc)

Define who can sign up

  • Click on your profile picture on the top right of the screen β†’ Settings β†’ Sign Up

  • Add the email domains of the email addresses with which people are be able to sign up to your workspace (googl.com) - if you want to approve multiple domains, they just be comma-separated (e.g. google.com, bosch.com)

  • You can also decide if non-admins are allowed/or not to invite new users to the workspace

Invite people to your teamspace/workspace

  • On the top right of the screen, click "Invite members" - note that if you have other members in the Workspace already, you must click their pictures.

  • In the "Share teamspace" dialog, enter their email addresses (separate multiple email addresses with , or new lines) β†’ Invite.

  • An invitation email will be sent to the people you invited and they'll be added to the Workspace and the teamspace from which you added them.

Did this answer your question?