Getting started with Voxxi

When using a free email service like Gmail or Yahoo;

• 5 seats
• You can’t upgrade using a free email address.

Your Domain Email

When you use your business email, you get

• 5 seats for users with the same domain name
• 5 seats for users with domains that are not the same as your business email domain, this includes email addresses from free email service providers.
• Ability to Upgrade and expand your account.

Who should be the super admin of the account?

When you create an account for a business, the first person that registers with a domain to create an account is the one and only super admin of the account for that organization. When concessive users with the same domain join, they are pulled into the main account.

Sign up

 

Sign up with Google

If you have a Gmail or Google Apps business email account you can use the Google verification process to create an account. You will also be able to use it to sign in.

Sign up with your email

You don’t need to put in much information to create an account.

• Email
• First and last name
• Password

Onboarding

Its 3 steps, let run through the steps.

Step 1

Choose one of the two options

Are you a business, a group, association or personal account,

 

Step 2

About your Organization or Group

1. Organization/Group name – Note: you can change this later
2. Industry – what industry is your Organization in, choose from the dropdown. Note: you can change this later
3. Organization size – choose from the dropdown
4. Upload your Logo – best size is 200px x 200px, if you do not upload a logo at this time, the Voxxi logo will be used and you can change it later

 

Step 3

Choose Your Category

This is different from Choose your Industry in step 2

Based on the category you choose, we add related Workspaces and Apps to you account.
You can edit or delete them and add others by going to the marketplace

 

What now?

You survived the 3 step onboarding, clicked the ‘All Done’ button and arrived at your home page.

Home Page

The home page shows you everything that is happening that you are involved with from creating a Workspace and Apps to changes and comments to any record you are associated with. It all appears on the home page wall.

Clicking in the ‘Whats on your mind’ box at the top of the middle column, you can create social or marketing posts that will be available to work mates or anyone that is following you.

 

Getting around

Organizations are made up with Workspaces.

Organizations

Your Organization will appear on the left side. If you’re invited into another organisation, their logo will appear here as well.
You can rearrange the order by grabbing the icon and moving it to the position you would like it to be.

 

When you click on an Organization logo the workspaces within it appear to the right

Workspaces

 

You can rearrange the order by grabbing the icon and moving it to the position you would like it to be.

Header

A quick overview of this area

 

Logo and home icon

Clicking the logo or the home icon from anywhere in the site will return you to the home page

Search

Enter your criteria and press enter on your keyboard to see the results

Upgrade

To upgrade your account to a Plus or Pro account

Tasks

Read, create and review additional tasks

Notifications

Everything that has happened

Calendar

Displays all the date related work that you are involved with for the whole Organization

Market

Choose pre-built Workspaces to add to your Organization

Chat

Chat with connected users

Profile

The profile section contains your links to your email notifications, storage and calendar settings, personal and business profile and your saved workspaces.

When using a free email service like Gmail or Yahoo;

• 5 seats
• You can’t upgrade using a free email address.

Your Domain Email

When you use your business email, you get

• 5 seats for users with the same domain name
• 5 seats for users with domains that are not the same as your business email domain, this includes email addresses from free email service providers.
• Ability to Upgrade and expand your account.

Who should be the super admin of the account?

When you create an account for a business, the first person that registers with a domain to create an account is the one and only super admin of the account for that organization. When concessive users with the same domain join, they are pulled into the main account.

Sign up

 

Sign up with Google

If you have a Gmail or Google Apps business email account you can use the Google verification process to create an account. You will also be able to use it to sign in.

Sign up with your email

You don’t need to put in much information to create an account.

• Email
• First and last name
• Password

Onboarding

Its 3 steps, let run through the steps.

Step 1

Choose one of the two options

Are you a business, a group, association or personal account,

 

Step 2

About your Organization or Group

1. Organization/Group name – Note: you can change this later
2. Industry – what industry is your Organization in, choose from the dropdown. Note: you can change this later
3. Organization size – choose from the dropdown
4. Upload your Logo – best size is 200px x 200px, if you do not upload a logo at this time, the Voxxi logo will be used and you can change it later

 

Step 3

Choose Your Category

This is different from Choose your Industry in step 2

Based on the category you choose, we add related Workspaces and Apps to you account.
You can edit or delete them and add others by going to the marketplace

 

What now?

You survived the 3 step onboarding, clicked the ‘All Done’ button and arrived at your home page.

Home Page

The home page shows you everything that is happening that you are involved with from creating a Workspace and Apps to changes and comments to any record you are associated with. It all appears on the home page wall.

Clicking in the ‘Whats on your mind’ box at the top of the middle column, you can create social or marketing posts that will be available to work mates or anyone that is following you.

 

Getting around

Organizations are made up with Workspaces.

Organizations

Your Organization will appear on the left side. If you’re invited into another organisation, their logo will appear here as well.
You can rearrange the order by grabbing the icon and moving it to the position you would like it to be.

 

When you click on an Organization logo the workspaces within it appear to the right

Workspaces

 

You can rearrange the order by grabbing the icon and moving it to the position you would like it to be.

Header

A quick overview of this area

 

Logo and home icon

Clicking the logo or the home icon from anywhere in the site will return you to the home page

Search

Enter your criteria and press enter on your keyboard to see the results

Upgrade

To upgrade your account to a Plus or Pro account

Tasks

Read, create and review additional tasks

Notifications

Everything that has happened

Calendar

Displays all the date related work that you are involved with for the whole Organization

Market

Choose pre-built Workspaces to add to your Organization

Chat

Chat with connected users

Profile

The profile section contains your links to your email notifications, storage and calendar settings, personal and business profile and your saved workspaces.

When using a free email service like Gmail or Yahoo;

• 5 seats
• You can’t upgrade using a free email address.

Your Domain Email

When you use your business email, you get

• 5 seats for users with the same domain name
• 5 seats for users with domains that are not the same as your business email domain, this includes email addresses from free email service providers.
• Ability to Upgrade and expand your account.

Who should be the super admin of the account?

When you create an account for a business, the first person that registers with a domain to create an account is the one and only super admin of the account for that organization. When concessive users with the same domain join, they are pulled into the main account.

Sign up

 

Sign up with Google

If you have a Gmail or Google Apps business email account you can use the Google verification process to create an account. You will also be able to use it to sign in.

Sign up with your email

You don’t need to put in much information to create an account.

• Email
• First and last name
• Password

Onboarding

Its 3 steps, let run through the steps.

Step 1

Choose one of the two options

Are you a business, a group, association or personal account,

 

Step 2

About your Organization or Group

1. Organization/Group name – Note: you can change this later
2. Industry – what industry is your Organization in, choose from the dropdown. Note: you can change this later
3. Organization size – choose from the dropdown
4. Upload your Logo – best size is 200px x 200px, if you do not upload a logo at this time, the Voxxi logo will be used and you can change it later

 

Step 3

Choose Your Category

This is different from Choose your Industry in step 2

Based on the category you choose, we add related Workspaces and Apps to you account.
You can edit or delete them and add others by going to the marketplace

 

What now?

You survived the 3 step onboarding, clicked the ‘All Done’ button and arrived at your home page.

Home Page

The home page shows you everything that is happening that you are involved with from creating a Workspace and Apps to changes and comments to any record you are associated with. It all appears on the home page wall.

Clicking in the ‘Whats on your mind’ box at the top of the middle column, you can create social or marketing posts that will be available to work mates or anyone that is following you.

 

Getting around

Organizations are made up with Workspaces.

Organizations

Your Organization will appear on the left side. If you’re invited into another organisation, their logo will appear here as well.
You can rearrange the order by grabbing the icon and moving it to the position you would like it to be.

 

When you click on an Organization logo the workspaces within it appear to the right

Workspaces

 

You can rearrange the order by grabbing the icon and moving it to the position you would like it to be.

Header

A quick overview of this area

 

Logo and home icon

Clicking the logo or the home icon from anywhere in the site will return you to the home page

Search

Enter your criteria and press enter on your keyboard to see the results

Upgrade

To upgrade your account to a Plus or Pro account

Tasks

Read, create and review additional tasks

Notifications

Everything that has happened

Calendar

Displays all the date related work that you are involved with for the whole Organization

Market

Choose pre-built Workspaces to add to your Organization

Chat

Chat with connected users

Profile

The profile section contains your links to your email notifications, storage and calendar settings, personal and business profile and your saved workspaces.

When using a free email service like Gmail or Yahoo;

• 5 seats
• You can’t upgrade using a free email address.

Your Domain Email

When you use your business email, you get

• 5 seats for users with the same domain name
• 5 seats for users with domains that are not the same as your business email domain, this includes email addresses from free email service providers.
• Ability to Upgrade and expand your account.

Who should be the super admin of the account?

When you create an account for a business, the first person that registers with a domain to create an account is the one and only super admin of the account for that organization. When concessive users with the same domain join, they are pulled into the main account.

Sign up

 

Sign up with Google

If you have a Gmail or Google Apps business email account you can use the Google verification process to create an account. You will also be able to use it to sign in.

Sign up with your email

You don’t need to put in much information to create an account.

• Email
• First and last name
• Password

Onboarding

Its 3 steps, let run through the steps.

Step 1

Choose one of the two options

Are you a business, a group, association or personal account,

 

Step 2

About your Organization or Group

1. Organization/Group name – Note: you can change this later
2. Industry – what industry is your Organization in, choose from the dropdown. Note: you can change this later
3. Organization size – choose from the dropdown
4. Upload your Logo – best size is 200px x 200px, if you do not upload a logo at this time, the Voxxi logo will be used and you can change it later

 

Step 3

Choose Your Category

This is different from Choose your Industry in step 2

Based on the category you choose, we add related Workspaces and Apps to you account.
You can edit or delete them and add others by going to the marketplace

 

What now?

You survived the 3 step onboarding, clicked the ‘All Done’ button and arrived at your home page.

Home Page

The home page shows you everything that is happening that you are involved with from creating a Workspace and Apps to changes and comments to any record you are associated with. It all appears on the home page wall.

Clicking in the ‘Whats on your mind’ box at the top of the middle column, you can create social or marketing posts that will be available to work mates or anyone that is following you.

 

Getting around

Organizations are made up with Workspaces.

Organizations

Your Organization will appear on the left side. If you’re invited into another organisation, their logo will appear here as well.
You can rearrange the order by grabbing the icon and moving it to the position you would like it to be.

 

When you click on an Organization logo the workspaces within it appear to the right

Workspaces

 

You can rearrange the order by grabbing the icon and moving it to the position you would like it to be.

Header

A quick overview of this area

 

Logo and home icon

Clicking the logo or the home icon from anywhere in the site will return you to the home page

Search

Enter your criteria and press enter on your keyboard to see the results

Upgrade

To upgrade your account to a Plus or Pro account

Tasks

Read, create and review additional tasks

Notifications

Everything that has happened

Calendar

Displays all the date related work that you are involved with for the whole Organization

Market

Choose pre-built Workspaces to add to your Organization

Chat

Chat with connected users

Profile

The profile section contains your links to your email notifications, storage and calendar settings, personal and business profile and your saved workspaces.

When using a free email service like Gmail or Yahoo;

• 5 seats
• You can’t upgrade using a free email address.

Your Domain Email

When you use your business email, you get

• 5 seats for users with the same domain name
• 5 seats for users with domains that are not the same as your business email domain, this includes email addresses from free email service providers.
• Ability to Upgrade and expand your account.

Who should be the super admin of the account?

When you create an account for a business, the first person that registers with a domain to create an account is the one and only super admin of the account for that organization. When concessive users with the same domain join, they are pulled into the main account.

Sign up

 

Sign up with Google

If you have a Gmail or Google Apps business email account you can use the Google verification process to create an account. You will also be able to use it to sign in.

Sign up with your email

You don’t need to put in much information to create an account.

• Email
• First and last name
• Password

Onboarding

Its 3 steps, let run through the steps.

Step 1

Choose one of the two options

Are you a business, a group, association or personal account,

 

Step 2

About your Organization or Group

1. Organization/Group name – Note: you can change this later
2. Industry – what industry is your Organization in, choose from the dropdown. Note: you can change this later
3. Organization size – choose from the dropdown
4. Upload your Logo – best size is 200px x 200px, if you do not upload a logo at this time, the Voxxi logo will be used and you can change it later

 

Step 3

Choose Your Category

This is different from Choose your Industry in step 2

Based on the category you choose, we add related Workspaces and Apps to you account.
You can edit or delete them and add others by going to the marketplace

 

What now?

You survived the 3 step onboarding, clicked the ‘All Done’ button and arrived at your home page.

Home Page

The home page shows you everything that is happening that you are involved with from creating a Workspace and Apps to changes and comments to any record you are associated with. It all appears on the home page wall.

Clicking in the ‘Whats on your mind’ box at the top of the middle column, you can create social or marketing posts that will be available to work mates or anyone that is following you.

 

Getting around

Organizations are made up with Workspaces.

Organizations

Your Organization will appear on the left side. If you’re invited into another organisation, their logo will appear here as well.
You can rearrange the order by grabbing the icon and moving it to the position you would like it to be.

 

When you click on an Organization logo the workspaces within it appear to the right

Workspaces

 

You can rearrange the order by grabbing the icon and moving it to the position you would like it to be.

Header

A quick overview of this area

 

Logo and home icon

Clicking the logo or the home icon from anywhere in the site will return you to the home page

Search

Enter your criteria and press enter on your keyboard to see the results

Upgrade

To upgrade your account to a Plus or Pro account

Tasks

Read, create and review additional tasks

Notifications

Everything that has happened

Calendar

Displays all the date related work that you are involved with for the whole Organization

Market

Choose pre-built Workspaces to add to your Organization

Chat

Chat with connected users

Profile

The profile section contains your links to your email notifications, storage and calendar settings, personal and business profile and your saved workspaces.

When using a free email service like Gmail or Yahoo;

• 5 seats
• You can’t upgrade using a free email address.

Your Domain Email

When you use your business email, you get

• 5 seats for users with the same domain name
• 5 seats for users with domains that are not the same as your business email domain, this includes email addresses from free email service providers.
• Ability to Upgrade and expand your account.

Who should be the super admin of the account?

When you create an account for a business, the first person that registers with a domain to create an account is the one and only super admin of the account for that organization. When concessive users with the same domain join, they are pulled into the main account.

Sign up

 

Sign up with Google

If you have a Gmail or Google Apps business email account you can use the Google verification process to create an account. You will also be able to use it to sign in.

Sign up with your email

You don’t need to put in much information to create an account.

• Email
• First and last name
• Password

Onboarding

Its 3 steps, let run through the steps.

Step 1

Choose one of the two options

Are you a business, a group, association or personal account,

 

Step 2

About your Organization or Group

1. Organization/Group name – Note: you can change this later
2. Industry – what industry is your Organization in, choose from the dropdown. Note: you can change this later
3. Organization size – choose from the dropdown
4. Upload your Logo – best size is 200px x 200px, if you do not upload a logo at this time, the Voxxi logo will be used and you can change it later

 

Step 3

Choose Your Category

This is different from Choose your Industry in step 2

Based on the category you choose, we add related Workspaces and Apps to you account.
You can edit or delete them and add others by going to the marketplace

 

What now?

You survived the 3 step onboarding, clicked the ‘All Done’ button and arrived at your home page.

Home Page

The home page shows you everything that is happening that you are involved with from creating a Workspace and Apps to changes and comments to any record you are associated with. It all appears on the home page wall.

Clicking in the ‘Whats on your mind’ box at the top of the middle column, you can create social or marketing posts that will be available to work mates or anyone that is following you.

 

Getting around

Organizations are made up with Workspaces.

Organizations

Your Organization will appear on the left side. If you’re invited into another organisation, their logo will appear here as well.
You can rearrange the order by grabbing the icon and moving it to the position you would like it to be.

 

When you click on an Organization logo the workspaces within it appear to the right

Workspaces

 

You can rearrange the order by grabbing the icon and moving it to the position you would like it to be.

Header

A quick overview of this area

 

Logo and home icon

Clicking the logo or the home icon from anywhere in the site will return you to the home page

Search

Enter your criteria and press enter on your keyboard to see the results

Upgrade

To upgrade your account to a Plus or Pro account

Tasks

Read, create and review additional tasks

Notifications

Everything that has happened

Calendar

Displays all the date related work that you are involved with for the whole Organization

Market

Choose pre-built Workspaces to add to your Organization

Chat

Chat with connected users

Profile

The profile section contains your links to your email notifications, storage and calendar settings, personal and business profile and your saved workspaces.

When using a free email service like Gmail or Yahoo;

• 5 seats
• You can’t upgrade using a free email address.

Your Domain Email

When you use your business email, you get

• 5 seats for users with the same domain name
• 5 seats for users with domains that are not the same as your business email domain, this includes email addresses from free email service providers.
• Ability to Upgrade and expand your account.

Who should be the super admin of the account?

When you create an account for a business, the first person that registers with a domain to create an account is the one and only super admin of the account for that organization. When concessive users with the same domain join, they are pulled into the main account.

Sign up

 

Sign up with Google

If you have a Gmail or Google Apps business email account you can use the Google verification process to create an account. You will also be able to use it to sign in.

Sign up with your email

You don’t need to put in much information to create an account.

• Email
• First and last name
• Password

Onboarding

Its 3 steps, let run through the steps.

Step 1

Choose one of the two options

Are you a business, a group, association or personal account,

 

Step 2

About your Organization or Group

1. Organization/Group name – Note: you can change this later
2. Industry – what industry is your Organization in, choose from the dropdown. Note: you can change this later
3. Organization size – choose from the dropdown
4. Upload your Logo – best size is 200px x 200px, if you do not upload a logo at this time, the Voxxi logo will be used and you can change it later

 

Step 3

Choose Your Category

This is different from Choose your Industry in step 2

Based on the category you choose, we add related Workspaces and Apps to you account.
You can edit or delete them and add others by going to the marketplace

 

What now?

You survived the 3 step onboarding, clicked the ‘All Done’ button and arrived at your home page.

Home Page

The home page shows you everything that is happening that you are involved with from creating a Workspace and Apps to changes and comments to any record you are associated with. It all appears on the home page wall.

Clicking in the ‘Whats on your mind’ box at the top of the middle column, you can create social or marketing posts that will be available to work mates or anyone that is following you.

 

Getting around

Organizations are made up with Workspaces.

Organizations

Your Organization will appear on the left side. If you’re invited into another organisation, their logo will appear here as well.
You can rearrange the order by grabbing the icon and moving it to the position you would like it to be.

 

When you click on an Organization logo the workspaces within it appear to the right

Workspaces

 

You can rearrange the order by grabbing the icon and moving it to the position you would like it to be.

Header

A quick overview of this area

 

Logo and home icon

Clicking the logo or the home icon from anywhere in the site will return you to the home page

Search

Enter your criteria and press enter on your keyboard to see the results

Upgrade

To upgrade your account to a Plus or Pro account

Tasks

Read, create and review additional tasks

Notifications

Everything that has happened

Calendar

Displays all the date related work that you are involved with for the whole Organization

Market

Choose pre-built Workspaces to add to your Organization

Chat

Chat with connected users

Profile

The profile section contains your links to your email notifications, storage and calendar settings, personal and business profile and your saved workspaces.

When using a free email service like Gmail or Yahoo;

• 5 seats
• You can’t upgrade using a free email address.

Your Domain Email

When you use your business email, you get

• 5 seats for users with the same domain name
• 5 seats for users with domains that are not the same as your business email domain, this includes email addresses from free email service providers.
• Ability to Upgrade and expand your account.

Who should be the super admin of the account?

When you create an account for a business, the first person that registers with a domain to create an account is the one and only super admin of the account for that organization. When concessive users with the same domain join, they are pulled into the main account.

Sign up

 

Sign up with Google

If you have a Gmail or Google Apps business email account you can use the Google verification process to create an account. You will also be able to use it to sign in.

Sign up with your email

You don’t need to put in much information to create an account.

• Email
• First and last name
• Password

Onboarding

Its 3 steps, let run through the steps.

Step 1

Choose one of the two options

Are you a business, a group, association or personal account,

 

Step 2

About your Organization or Group

1. Organization/Group name – Note: you can change this later
2. Industry – what industry is your Organization in, choose from the dropdown. Note: you can change this later
3. Organization size – choose from the dropdown
4. Upload your Logo – best size is 200px x 200px, if you do not upload a logo at this time, the Voxxi logo will be used and you can change it later

 

Step 3

Choose Your Category

This is different from Choose your Industry in step 2

Based on the category you choose, we add related Workspaces and Apps to you account.
You can edit or delete them and add others by going to the marketplace

 

What now?

You survived the 3 step onboarding, clicked the ‘All Done’ button and arrived at your home page.

Home Page

The home page shows you everything that is happening that you are involved with from creating a Workspace and Apps to changes and comments to any record you are associated with. It all appears on the home page wall.

Clicking in the ‘Whats on your mind’ box at the top of the middle column, you can create social or marketing posts that will be available to work mates or anyone that is following you.

 

Getting around

Organizations are made up with Workspaces.

Organizations

Your Organization will appear on the left side. If you’re invited into another organisation, their logo will appear here as well.
You can rearrange the order by grabbing the icon and moving it to the position you would like it to be.

 

When you click on an Organization logo the workspaces within it appear to the right

Workspaces

 

You can rearrange the order by grabbing the icon and moving it to the position you would like it to be.

Header

A quick overview of this area

 

Logo and home icon

Clicking the logo or the home icon from anywhere in the site will return you to the home page

Search

Enter your criteria and press enter on your keyboard to see the results

Upgrade

To upgrade your account to a Plus or Pro account

Tasks

Read, create and review additional tasks

Notifications

Everything that has happened

Calendar

Displays all the date related work that you are involved with for the whole Organization

Market

Choose pre-built Workspaces to add to your Organization

Chat

Chat with connected users

Profile

The profile section contains your links to your email notifications, storage and calendar settings, personal and business profile and your saved workspaces.

When using a free email service like Gmail or Yahoo;

• 5 seats
• You can’t upgrade using a free email address.

Your Domain Email

When you use your business email, you get

• 5 seats for users with the same domain name
• 5 seats for users with domains that are not the same as your business email domain, this includes email addresses from free email service providers.
• Ability to Upgrade and expand your account.

Who should be the super admin of the account?

When you create an account for a business, the first person that registers with a domain to create an account is the one and only super admin of the account for that organization. When concessive users with the same domain join, they are pulled into the main account.

Sign up

 

Sign up with Google

If you have a Gmail or Google Apps business email account you can use the Google verification process to create an account. You will also be able to use it to sign in.

Sign up with your email

You don’t need to put in much information to create an account.

• Email
• First and last name
• Password

Onboarding

Its 3 steps, let run through the steps.

Step 1

Choose one of the two options

Are you a business, a group, association or personal account,

 

Step 2

About your Organization or Group

1. Organization/Group name – Note: you can change this later
2. Industry – what industry is your Organization in, choose from the dropdown. Note: you can change this later
3. Organization size – choose from the dropdown
4. Upload your Logo – best size is 200px x 200px, if you do not upload a logo at this time, the Voxxi logo will be used and you can change it later

 

Step 3

Choose Your Category

This is different from Choose your Industry in step 2

Based on the category you choose, we add related Workspaces and Apps to you account.
You can edit or delete them and add others by going to the marketplace

 

What now?

You survived the 3 step onboarding, clicked the ‘All Done’ button and arrived at your home page.

Home Page

The home page shows you everything that is happening that you are involved with from creating a Workspace and Apps to changes and comments to any record you are associated with. It all appears on the home page wall.

Clicking in the ‘Whats on your mind’ box at the top of the middle column, you can create social or marketing posts that will be available to work mates or anyone that is following you.

 

Getting around

Organizations are made up with Workspaces.

Organizations

Your Organization will appear on the left side. If you’re invited into another organisation, their logo will appear here as well.
You can rearrange the order by grabbing the icon and moving it to the position you would like it to be.

 

When you click on an Organization logo the workspaces within it appear to the right

Workspaces

 

You can rearrange the order by grabbing the icon and moving it to the position you would like it to be.

Header

A quick overview of this area

 

Logo and home icon

Clicking the logo or the home icon from anywhere in the site will return you to the home page

Search

Enter your criteria and press enter on your keyboard to see the results

Upgrade

To upgrade your account to a Plus or Pro account

Tasks

Read, create and review additional tasks

Notifications

Everything that has happened

Calendar

Displays all the date related work that you are involved with for the whole Organization

Market

Choose pre-built Workspaces to add to your Organization

Chat

Chat with connected users

Profile

The profile section contains your links to your email notifications, storage and calendar settings, personal and business profile and your saved workspaces.

When using a free email service like Gmail or Yahoo;

• 5 seats
• You can’t upgrade using a free email address.

Your Domain Email

When you use your business email, you get

• 5 seats for users with the same domain name
• 5 seats for users with domains that are not the same as your business email domain, this includes email addresses from free email service providers.
• Ability to Upgrade and expand your account.

Who should be the super admin of the account?

When you create an account for a business, the first person that registers with a domain to create an account is the one and only super admin of the account for that organization. When concessive users with the same domain join, they are pulled into the main account.

Sign up

 

Sign up with Google

If you have a Gmail or Google Apps business email account you can use the Google verification process to create an account. You will also be able to use it to sign in.

Sign up with your email

You don’t need to put in much information to create an account.

• Email
• First and last name
• Password

Onboarding

Its 3 steps, let run through the steps.

Step 1

Choose one of the two options

Are you a business, a group, association or personal account,

 

Step 2

About your Organization or Group

1. Organization/Group name – Note: you can change this later
2. Industry – what industry is your Organization in, choose from the dropdown. Note: you can change this later
3. Organization size – choose from the dropdown
4. Upload your Logo – best size is 200px x 200px, if you do not upload a logo at this time, the Voxxi logo will be used and you can change it later

 

Step 3

Choose Your Category

This is different from Choose your Industry in step 2

Based on the category you choose, we add related Workspaces and Apps to you account.
You can edit or delete them and add others by going to the marketplace

 

What now?

You survived the 3 step onboarding, clicked the ‘All Done’ button and arrived at your home page.

Home Page

The home page shows you everything that is happening that you are involved with from creating a Workspace and Apps to changes and comments to any record you are associated with. It all appears on the home page wall.

Clicking in the ‘Whats on your mind’ box at the top of the middle column, you can create social or marketing posts that will be available to work mates or anyone that is following you.

 

Getting around

Organizations are made up with Workspaces.

Organizations

Your Organization will appear on the left side. If you’re invited into another organisation, their logo will appear here as well.
You can rearrange the order by grabbing the icon and moving it to the position you would like it to be.

 

When you click on an Organization logo the workspaces within it appear to the right

Workspaces

 

You can rearrange the order by grabbing the icon and moving it to the position you would like it to be.

Header

A quick overview of this area

 

Logo and home icon

Clicking the logo or the home icon from anywhere in the site will return you to the home page

Search

Enter your criteria and press enter on your keyboard to see the results

Upgrade

To upgrade your account to a Plus or Pro account

Tasks

Read, create and review additional tasks

Notifications

Everything that has happened

Calendar

Displays all the date related work that you are involved with for the whole Organization

Market

Choose pre-built Workspaces to add to your Organization

Chat

Chat with connected users

Profile

The profile section contains your links to your email notifications, storage and calendar settings, personal and business profile and your saved workspaces.