Onboarding Guide for Workspace Creators and Admins
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:
- Open the Pumble sign-up page
- Continue with Google/Apple/email
- Enter the verification code sent to your email
- Entrez votre nom
- Enter your Organization name (this name will be used for your workspace)
- Agree to CAKE.com Terms of Use
- Cliquez sur Continuer 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.
- Cliquez sur le les trois points next to your workspace name
- Accédez à l'écran Paramètres de l'espace de travail
- Cliquez sur Paramètres généraux
In general settings, you can modify:
- Canaux par défaut — set the default channels that users will join automatically
- Gestion de l'affichage des emails — 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
- Notify of new users — set notifications for members when a new user joins the team
- Historique des fichiers — 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
- Cliquez sur le les trois points next to your workspace name
- Accédez à l'écran Paramètres de l'espace de travail
- Cliquez sur Autorisations
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
- Invitations — set who can invite new users to the workspace
- Gestion des canaux — set who can create and manage channels
- Groupes d’utilisateurs — 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
- Emoji personnalisé — set who can create custom emojis
- Cliquez sur le les trois points next to your workspace name
- Accédez à l'écran Paramètres de l'espace de travail
- Cliquez sur Gérer les membres
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:
- Cliquez sur le les trois points in the far right column
- Select the desired action
- Cliquez sur le les trois points next to your workspace name
- Accédez à l'écran Paramètres de l'espace de travail
- Cliquez sur 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:
- Cliquez sur le les trois points next to your workspace name
- Cliquez sur Inviter des membres
- Write down the email address of the user you want to invite
- Choose their role in the Invite as section
- Cliquez sur Send invite pour terminer l'action
Another way to invite members is through the Personnes et groupes d'utilisateurs section. Here’s how:
- Cliquez sur Personnes et groupes d'utilisateurs dans la barre latérale gauche
- Cliquez sur Inviter des personnes in the right corner
- Write down the email address of the user you want to invite
- Choose their role in the Invite as section
- Cliquez sur Send invite pour terminer l'action
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:
- Cliquez sur le les trois points next to your workspace name
- Cliquez sur Subscription
- Open the Offres tab
- Cliquez sur Mettre à niveau on your preferred plan
- Enter customer, invoice, and payment info
- Cliquez sur Finish payment pour terminer le processus