Coople

A workspace is a separate planning environment within your organisation, with its own Planner, job roles, venues and shifts. Create as many as you need – for example one per…

Adding and managing workspaces

Venues are the work locations you set up once and then pick when creating a shift. Add and manage them under Organisation Settings → Venues.

Adding and managing venues

Manage your organisation's settings – venues, users, workspaces, branding and more – and your own preferences like language, theme and notifications, all from the icon in the top-right corner.

Account settings and preferences

Under Organisation Settings → Users you can invite people to your account, choose what each of them can do, and deactivate access when someone leaves.

Managing users

A brand is how your company appears to Cooplers – the name, logo and description they see on your shifts. Set up your brands under Organisation Settings → Brands and…

Setting up brands

Your organisation is the top-level account for your whole business; workspaces are the separate planning environments underneath it – each with its own Planner, job roles, venues and shifts.

What is an organisation and what is a workspace?

You can change your own sign-in email right from the Users list – there's no separate "My account" screen for it.

How do I change my business email address?

Create tags to group and structure your workspaces – use them to search on Home, or to filter your reporting data.

How do I use tags to organize my workspaces?

Carla

Manage your organisation, workspaces, branding, users and payment settings.

Your account & settings 

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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