Setting Up Your Workspace

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

20 articles in this collection
Written by Mikaela Friedrich

Navigating Between Workspaces

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

Written by Mikaela Friedrich
Updated over a week ago

Feature Breakdown

Stream Settings

Check your current settings for each stream (ex. templates, carry forward)

Written by Mikaela Friedrich
Updated over a week ago

Version History

Written by Mikaela Friedrich
Updated over a week ago

Workspace Analytics

Graphs, trends, and stats on how your organization uses Fellow

Written by Mikaela Friedrich
Updated over a week ago

Action Item Tab

A compilation of all the action items from that particular stream (meetings, private, shared)

Written by Mikaela Friedrich
Updated over a week ago

Suggested Topics

Add suggested talking points to your 1-on-1

Written by Mikaela Friedrich
Updated over a week ago

Templates

Explore Fellow's templates to help you structure any document

Written by Mikaela Friedrich
Updated over a week ago

Private Notes

Make notes that are only visible to you

Written by Mikaela Friedrich
Updated over a week ago

Employee Guidance

Add suggested talking points for team members to discuss during their 1-on-1s

Written by Mikaela Friedrich
Updated over a week ago

For Users

User Settings

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

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

Manage Your Relationships

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

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

Integrating your HRIS with Fellow

How does Fellow's HRIS integration work?

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

Company Templates

As the account admin you can 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

Pricing Plans

Our Organization Plan

Learn more about the features in our Organization plan

Written by Mikaela Friedrich
Updated over a week ago

Upgrade to Fellow Pro

Thinking of upgrading? Here are the differences between plans

Written by Mikaela Friedrich
Updated over a week ago