Setting Up Your Workspace

Steps to help you and your team get set up for success

13 articles in this collection
Written by Mikaela Friedrich

For Users

Navigating Between Workspaces

How to log-in, join, and switch between workspaces

Written by Mikaela Friedrich
Updated over a week ago

User Settings

Update your notifications, profile information (including timezone), templates and integrations

Written by Mikaela Friedrich
Updated over a week ago

Manage Your Relationships

How to add a direct report, change managers, or hide a person

Written by Mikaela Friedrich
Updated over a week ago

Notification Settings

A deep dive showing how to customize your notification settings so that they fit your preferences/workflow

Written by Mikaela Friedrich
Updated over a week ago

For Administrators

Setting Up Employee Guidance

Step by step guide to setting up an employee guidance topic to share with your team

Written by Mikaela Friedrich
Updated over a week ago

Workspace Settings

How to edit/customize your workspace settings

Written by Mikaela Friedrich
Updated over a week ago

Manage Users

As an account admin you can add and edit user profiles

Written by Mikaela Friedrich
Updated over a week ago

Import users from a CSV file

Easily add users to your Fellow users in bulk!

Written by Mikaela Friedrich
Updated over a week ago

Deactivating users from CSV file

Easily deactivate multiple users from your Fellow workspace

Written by Mikaela Friedrich
Updated over a week ago

Export a CSV list of users in your workspace

Generate and export a list of all the users in your Fellow workspace

Written by Mikaela Friedrich
Updated over a week ago

Company Templates

Create templates that are accessible by your entire team

Written by Mikaela Friedrich
Updated over a week ago

Accounts and Billing

How to upgrade, downgrade, and update your account

Written by Mikaela Friedrich
Updated over a week ago

Enable the Delegated Access feature for your workspace

An admin will need to edit a setting in Workspace Settings --> Security

Written by Mikaela Friedrich
Updated over a week ago