Prepare a workspace for a new team member

A clear onboarding pass helps new teammates find the right workspace, role, queues, and review process.

What this feature is for

• A clear onboarding pass helps new teammates find the right workspace, role, queues, and review process.

When to use it

• A new teammate needs to work in Faster.
• You want them productive without over-granting access.

Do it manually

1. Invite the teammate with the right role.
2. Show them Workspace, Customers, Engagement, Money, Website, and Workflows relevant to their job.
3. Assign a saved view or work queue.
4. Explain approval rules for customer-facing work.
5. Ask them to complete a test task before handling live customer work.

Ask Faster AI

Create an onboarding checklist for [teammate role]. Include access, modules to review, saved views, approval rules, and first test task.

Review before saving or publishing

• Confirm the change matches the customer experience you want.
• Check owner, timing, audience, and next step before saving.
• Preview anything customer-facing before publishing or sending.

Common mistakes and fixes

• If you cannot find the item, refresh the workspace and check that you are in the right workspace.
• If a save is blocked, review required fields and permissions.
• If AI drafts something unexpected, ask it to summarize the changes before you approve them.

Placeholder media

• Screenshot placeholder: Replace with an annotated screenshot of prepare a workspace for a new team member.
• Video placeholder: Replace with a short walkthrough showing the manual path and review step.

Related help

• Invite teammates and choose access
• Use workflow views and filters