This guide explains how to set up a shared workspace in Tribe so your team can work together on the same up-to-date information. It shows you how to define roles, manage access, and share insights in a clear and structured way. You might use this step when onboarding your team or refining how people collaborate in your CRM. By following this guide, you will create an environment where everyone stays aligned and empowered to act on the right data.
Table of Contents
Background And Context
What Does This Step Do?
Step By Step Instructions
Tips And Best Practices
Quick Summary
Background And Context
Tribe is designed to support collaboration. When teams work from different versions of the truth, confusion and duplication quickly follow. A shared workspace with clear roles and access rules helps everyone understand what they can see, do, and contribute.
What Does This Step Do?
This step helps you organise how your team works together in Tribe. It ensures that the right people have the right level of access, that licences are managed properly, and that important insights are shared through dashboards. This creates a consistent and secure way of working.
Step by Step Instructions
1. Roles and permissions
Define roles to control what employees can do, such as reading, creating, or modifying data. This allows you to tailor access levels efficiently, balancing collaboration with security. These articles can help with managing rights:
2. License management
Invite your colleagues to Tribe and assign them to the appropriate roles. Guide them on how to start using the system and make sure they know what to expect. Administrators can easily manage licenses and adjust access as the team grows.
Manage My Account Settings and Licences will give you more information on this step.
3. Reporting: Make and share dashboards
Create dashboards to display the information that matters most for your team or department. Sharing these dashboards ensures colleagues stay aligned and can act quickly on important insights. These articles will help to give you more knowledge on dashboards if needed:
Tips And Best Practices
Keep roles simple and clear.
Review access rights regularly.
Create dashboards around real team needs.
Encourage colleagues to work from shared views.
Quick Summary
Setting up collaboration in Tribe helps your team work from one shared source of truth. Clear roles, proper access, and shared dashboards keep everyone aligned. This turns individual data into team-wide insight and action.
Ready to move on to the next step? Let's learn about how to populate your database.