Create a New Workspace on Dock | Scribe

    Create a New Workspace on Dock

    • Tealbox Digital |
    • 56 steps |
    • 4 minutes
    1
    Sign in to the google account: Account: "[email protected]" Password: Tealboxwootwoot#2022
    2
    Navigate to [https://www.dock.us/](https://www.dock.us/)
    3
    Click "Log in"
    4
    Click "Find your Dock"
    5
    Click "Continue with Google". Login with the account "[email protected]"
    6
    You will find your dock listed. Click "Open"
    7
    For a new client onboarding, create an account for the client. Click "Accounts" and then "New Account"
    8
    Enter the client name and website. *(We have used "ABC pvt ltd and [abc.com](http://abc.com) here as dummy).* The client logo should auto populate. If it doesn't, add a logo for the client company manually. Click on "Create account"
    9
    Now create a dedicated workspace for the client account you created. Click "New workspace"
    10
    Select the template that you want to use. Here, select "New Client Onboarding". Go to "Next Step"
    11
    Search and select the client account that you just created
    12
    Go to "Review Details" to verify the details
    13
    Click "Create Workspace" to create the client workspace
    14
    With the workspace that you created, you'll find a top navigation bar with 3 views - **Internal, Editor, and Shared** "Internal" is for the internal Tealbox team to conduct the tasks and update on the platform. Internal is where you will find information such as: details about the workspace, key start/due dates for your project, an activity feed showing all actions in the workspace, internal/external participation analytics, and any other configurations. "Editor" is where you will create the experience for your client. "Shared" is the external view that the clients experience. They will have access to information and collaborate in places where you provide access to.
    15
    Click "Internal"
    16
    Go to "Editor", you will find different tabs on the different stages of interactions with the client. These tabs will be hidden from the client unless you provide view access to them. With every passing stage, you will uncover the different tabs. **"Offloading" tab will always be hidden**
    17
    The first and foremost visible tab for the client will be the "Welcome aboard! šŸ‘‹". Rest of the tabs to be kept hidden for now. Click on the 3 dots beside all the tab names and check whether the "Hide/Show" icon is activated. Click on "Welcome aboard! šŸ‘‹"
    18
    The first two sections - "Tealbox Introduction" and "What Tealbox does" are to be **kept unchanged**. These introduce Tealbox and gives an overview of client testimonials and case studies respectively.
    19
    You can also have a section on "Final Proposal". Delete the text "<to insert proposal deck>" and upload a pdf file or embed a file
    20
    In the next section "People", you can add or remove team members across Tealbox and client