PULSE Academy / Administration

Rollout 2: configure the workspace

Settings, roles, templates and automations in the right order.

Advanced · 8 minutes · Article

You'll learn to

• Configure a workspace for a team

• Set modules and working days in Settings → Workspace.
• Set invite policy and allowed email domains.
• Choose default channels for new members.
• Adjust what each role sees, and create custom roles where the plan allows.
• Build templates for recurring projects, with custom fields and formulas.
• Add automations for routine hand-offs, and check them in the Run log.

Related

• Members, roles and invitations
• What each role sees
• Plans, seats and billing
• Data, retention and exports