Setup your Space
Setting up your workspace is the first step toward personalizing your Rootshive experience. In this guide, you will set up your space and learn more about Spaces
Last updated
Setting up your workspace is the first step toward personalizing your Rootshive experience. In this guide, you will set up your space and learn more about Spaces
Last updated
Welcome to Rootshive! Before you can dive into any features, the first step is setting up your unique workspace. This initial setup is essential for enabling all your tools and creating a professional profile. With your unique space name, you’ll be able to interact seamlessly with customers, share your profile, and access all your workspace features.
Setting up your workspace with a unique space name unlocks the full power of Rootshive by allowing you to:
Provide clients and customers with a personalized link for direct access.
Share your profile easily for networking, collaboration, or professional interactions.
Organize and access all financial management tools tailored to your needs in one place.
Log in to your Rootshive account, or if you’re new here, head over to www.app.therootshive.com to sign up.
Pick a unique name that represents you or your brand. This name will become part of your personalized Rootshive URL (e.g., yourspacename.rootscards.com).
Tips:
Make it professional, memorable, and in line with your brand.
Once set, this name cannot be changed, so choose wisely.
Click Set Brand Name to finalize your space name and activate your workspace. This will enable all Rootshive features, allowing you to interact with clients, manage your financial tools, and start building your profile.
With your workspace set up, here’s what you can now do:
Share Your Profile: Share your workspace link with clients or partners for quick access to your profile.
Customer Interactions: Direct customers to your space for consultations, document sharing, or accessing your services.
Access Financial Tools: Begin using all Rootshive’s tools, from spend tracking to income management and financial projections.
Once your workspace is set up, you’re ready to take full advantage of Rootshive’s capabilities. Get started now and make your mark with a customized and professional Rootshive profile!
