TeamEvo workspace setup
Set up the portal and prepare the first employee login
An administrator follows a setup checklist for company details, employees, navigation, and initial content. Employees then see the sections available to their role.
No implementation projectAdministrator checklistEmployee first-login guideFree up to 20 employees
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Kate EllisAdministrator"Employee onboarding" templateout of the box
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Workspace setup sequence
- 1
Create the workspace
Add company details, logo, colors, and the administrator account.
- 2
Add employees
Invite people manually, import a list, or connect the employee data source.
- 3
Configure sections
Enable the required modules, navigation, permissions, and audiences.
- 4
Publish initial content
Prepare a welcome post, key knowledge materials, and the first assigned actions.
- 5
Invite the team
Employees sign in and see a guide to the sections available to them.
Setup controls
Administrator checklist
Track the required company, employee, access, and content setup steps.
Preview before invitation
Review navigation and content before sending access to employees.
Role-based first login
Show only the sections and actions available to the signed-in employee.
Import and integrations
Start with a list and connect HRIS or SSO when the company is ready.
Frequently asked questions
No. HR can create and configure the workspace directly. Integrations may require access from the relevant system owner.
Setup details
Create a TeamEvo workspace
Start free for up to 20 employees and complete the setup checklist.