Setup a corporate workspace

Setting up and managing workspaces in Shipper CRM is simple and straightforward. This guide walks through how to setup a corporate workspace.

Initial Setup

1. After completing the initial onboarding process, you'll be directed to the organization setup screen.

2. Here, you'll be prompted to set your organization name. This is the top-level name for your brokerage.

3. When prompted to select your organization structure, select Single Team

4. Set up the corporate workspace name.

5. Review your setup and confirm.

Inviting New Members

Owners can invite members to the organization or to a specific workspace. Here's how:

1. Go to the "Members" tab in Settings, under the 'Organization' section.

2. Click the "Invite People" button.

3. In the modal, enter the person's email address. This should match the email domain of your brokerage.

4. If you want to add them to specific workspace(s), select the workspace via the dropdown.

5. Click "Send Invites".

All users must be part of at least 1 workspace.

You can also invite team members from the settings page for a specific workspace. To do this:

1. Go to Settings > Workspaces > Click on the workspace you want to add a member to.

2. Click the "Add a Member" button.

3. Click the "Invite people" button, and then add the emails of people you'd like to invite.

Adding Members to Workspaces

Workspace owners can also add existing members to new workspaces. Here's how:

1. Go to Settings > Workspaces > Click on the workspace you want to add a member to.

2. Click the "Add a Member" button.

3. Click on the name of the person you want to add in the dropdown.

4. The user will automatically be added to the workspace - no confirmation needed.

Note: Adding existing organization members to a workspace doesn't require an email confirmation.

Accepting Invites

New members can join the organization or workspace in two ways:

1. Via email invitation:

   • Click the link in the invitation email.

   • If new to Shipper CRM, complete the sign-up process.

   • Accept the invitation to join the organization or workspace.

2. Via the workspace switcher:

   • Log in to Shipper CRM.

   • Open the workspace switcher in the sidebar.

   • Look for pending invites at the bottom of the switcher.

   • Click "Accept" next to the relevant invite.