Stitchflow Documentation
  • Stitchflow Documentation
  • Getting started
    • Workspace setup
    • Roles and permissions
    • Manage groups
    • Manage connections
  • Integrations
    • CSV import
    • Airtable
    • Asana
    • Atlassian
    • AWS
    • BambooHR
    • Box
    • Chorus (by ZoomInfo)
    • Cloudflare
    • Datadog
    • Drata
    • Freshservice
    • Gainsight
    • GitHub
    • Google Cloud Platform
    • Google Drive
    • Google Workspace
    • Hubspot
    • Jamf
    • Jumpcloud
    • Kandji
    • Meraki
    • Microsoft 365
    • Microsoft Azure AD
    • Microsoft Intune
    • Mosyle
    • Netsuite
    • OneLogin
    • Okta
    • Salesforce
    • SentinelOne
    • Slack
    • Snipe-IT
    • WorkOS
    • Zendesk
    • Zoom
  • Boards
    • Create boards
    • Nested fields
    • Filter conditions
    • Share boards
    • Export data
  • Actions
    • Trigger actions
  • Surveys
    • Send surveys
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On this page
  • Overview
  • Configure workspace
  • Workspace settings
  • User settings
  • Multiple workspaces
  1. Getting started

Workspace setup

Get started with using Stitchflow.

Overview

Your workspace is your home in Stitchflow where all integrations and boards live. Within your workspace, you'll manage members and roles, enable integrations, and create boards to stitch together data across tools.

Configure workspace

You'll be prompted to create a new workspace when you create your account. If you're an account owner or admin, you can visit Workspace Settings to edit your workspace and invite additional team members.

Workspace settings

All workspace settings are accessible to admins and limited settings are available to members. To access workspace settings, click on your workspace name and then select Workspace settings.

In General, admins will be able to edit workspace info like logo, name, leave the workspace or delete it entirely.

Deleting your workspace is irreversible so please do so with caution.

You can manually invite and remove members, revoke invites, upgrade/downgrade roles, and view pending and invited members. Click Invite members to invite new members to your workspace. Members will have full access to the workspace, connected integrations and shared dashboards.

Groups allow admins to segment and manage access to data and actions available in any connected integration. Admins can edit existing groups or add and configure new groups.

User settings

User settings are accessible to all admins and members. To access user settings, click on your workspace name and then select User settings.

Admins and members can update basic information like their avatar and name in Stitchflow.

Admins and members can toggle between light and dark themes to change the appearance of Stitchflow.

Admins and members can configure email notification preferences. In-app notifications are enabled by default and are not configurable.

Multiple workspaces

You can create multiple workspaces in Stitchflow under a single email. To create a new workspace, click on your workspace name in the top left and then select Add workspace. This is also where you can switch between workspaces under the same email account without having to log out of any of them.

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Last updated 1 month ago