Introducción

Pumble Centro de ayuda Introducción Onboarding Guide for Workspace Creators and Admins

Onboarding Guide for Workspace Creators and Admins

4 min de lectura
Milos Milosavljevic

Pumble lets you create a workspace where you can communicate with your teammates and collaborate. Team members can share messages, files, voice messages, and much more by joining your workspace.

In this guide, we will help you set up your workspace and start using Pumble.

Register and create a workspace #

The first step is to create a Pumble account and a workspace. Here’s how you can do it:

  1. Open the Pumble sign-up página
  2. Continue with Google/Apple/email
  3. Enter the verification code sent to your email
  4. Introduce tu nombre
  5. Enter your Organization name (this name will be used for your workspace)
  6. Agree to CAKE.com Terms of Use
  7. Haz clic en Continuar to complete the registration

Once you have registered successfully, you can proceed to set up your workspace.

If you are new to Pumble, check out our article on how to use Pumble.

Configure your workspace settings #

Pumble allows you to customize your workspace according to your needs and offers numerous features across all its plans.

You can access General settings, Permissions, Manage members, and Configure apps. Here’s what you can do:

Workspace settings can only be accessed via the web or desktop app.

  1. Haz clic en tres puntos next to your workspace name
  2. Navega a Configuración del espacio de trabajo
  3. Haz clic en Ajustes generales

In general settings, you can modify:

  • Canales predeterminados — set the default channels that users will join automatically
  • Gestionar la visualización del correo electrónico — set if the user’s email address will be shown on their profile
  • Channel join & leave messages — send messages when a member joins or leaves a channel
  • Notificar de nuevos usuarios — set notifications for members when a new user joins the team
  • Historial de archivos — determine whether files will be deleted after some time
  • Workspace icon — add an icon for your workspace
  • Workspace name & URL — change your workspace name and URL
  1. Haz clic en tres puntos next to your workspace name
  2. Navega a Configuración del espacio de trabajo
  3. Haz clic en Permisos

Permissions allow you to control what users can do in your workspace. Here’s what you can modify:

  • Messaging — set who can post in channels and send direct messages
  • Invitaciones — set who can invite new users to the workspace
  • Gestión de canales — set who can create and manage channels
  • Grupos de usuarios — set who can create and edit user groups
  • Message editing & deletion — set if users can edit or delete messages
  • Meetings — turn reactions in meetings on or off
  • Emojis personalizados — set who can create custom emojis
  1. Haz clic en tres puntos next to your workspace name
  2. Navega a Configuración del espacio de trabajo
  3. Haz clic en Gestionar miembros

In this section, you can change member roles and deactivate their accounts. Moreover, you can transfer workspace ownership to admins. Here’s how to do this:

  1. Haz clic en tres puntos in the far right column
  2. Select the desired action
  1. Haz clic en tres puntos next to your workspace name
  2. Navega a Configuración del espacio de trabajo
  3. Haz clic en Configure apps

Here you can set up integrations and connect different tools with your Pumble workspace. You can create integrations with popular tools such as:

  • Zapier
  • GitHub
  • Google Calendar
  • Gmail
  • Calendly

Invite members to your workspace #

When your workspace settings are configured, you can start inviting members. Adding members is essential for efficient collaboration, and you want to ensure that all your teammates are on board.

Here’s one way you can invite members:

  1. Haz clic en tres puntos next to your workspace name
  2. Haz clic en Invitar a miembros
  3. Write down the email address of the user you want to invite
  4. Choose their role in the Invite as sección
  5. Haz clic en Send invite para completar la acción

Another way to invite members is through the Personas y grupos de usuarios section. Here’s how:

  1. Haz clic en Personas y grupos de usuarios en la barra lateral izquierda
  2. Haz clic en Invitar a personas in the right corner
  3. Write down the email address of the user you want to invite
  4. Choose their role in the Invite as sección
  5. Haz clic en Send invite para completar la acción

Choose a subscription plan #

Although Pumble comes with a lot of features on its FREE plan, choosing a subscription plan can unlock several additional features for you and your team.

Here’s how you can upgrade your subscription:

  1. Haz clic en tres puntos next to your workspace name
  2. Haz clic en Subscription
  3. Open the Plans pestaña
  4. Haz clic en Actualizar on your preferred plan
  5. Enter customer, invoice, and payment info
  6. Haz clic en Finish payment para completar el proceso

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