This guide will help you to get started on Chain and get familiar with your workspace. Watch the video, or follow along with the guide below!
What is a workspace?
A workspace is a shared place for you and your teammates to work together on Chain.
Getting started
Accepting a workspace invitation
When you're invited to join an existing team workspace on Chain you'll get an email like this one showing what workspace you're being invited to. Keep in mind that if your organization just went live with Chain and you're using an integration you may not have received this email. That's perfectly fine feel free to skip straight to the next step of logging in.
Enter your email address or phone #
Once you click on accept the invitation you'll be taken to the Chain login page. This page is also accessible via the login page. Here you just have to enter your email address- just make sure it's the same email that received the invite.
Enter the code sent to your email
Next, enter the verification code that was sent to your email address.
Review any workspace invitations
Once you have signed in, you may see a pop-up if your teammates invite you to join any other workspaces. You can optionally accept or decline depending on whether or not you want to join at workspace.
Make sure you are in the expected workspaces
Click on your avatar in the top right corner and review the workspaces that you're in. Make sure you are in the expected workspaces. Note: if your company's TMS is integrated with Chain, please review our guide on "How workspaces get created via integration".
Enable desktop notifications
At the bottom of your screen, you will see a banner that says "Enable desktop notifications...". Click on that text, and once you get the pop-up from your browser select allow.
Main areas
Three main sections
The three main sections of Chain are Inbox, Booking and Tracking. These sections are available via the header at the top of your screen.
the inbox page where you can go to find any messages that were sent to you
the booking page is where you'll be able to see post offers and connect with other companies
the tracking page is where you'll be able to collaborate and track shipments
Managing your personal settings
Click on your avatar
If you want to see your personal settings, workspace settings, or change workspaces, you can click on your avatar in the top right corner. Using that menu, you can toggle between workspaces/see which one is selected, or go to settings.
Profile settings
The first page you'll see is your personal profile settings where you can change your name, role, and upload a photo. We always recommend that you upload a personal photo as it helps to foster trust and personability when in professional interactions.
Workspaces
In the workspaces section, you can see all of the workspaces that you're a part of. You can also see whether or not that workspace is verified, and what your permissions are in that workspace.
Managing your workspace settings (admin only)
Workspace
The Workspace section is where you can edit your workspace, including adding a logo or changing your workspace name.
Members
In the Members section, you can manage current members of your workspace and also invite new team members.
Developers
In the Developers section, you can create manage API keys for external Integrations to Chain.
Logs
In the Logs section, you can logs for integrations that are currently enabled.
Integrations
The Integrations section is where you can manage custom Integrations via API.
Apps
The Apps section is a marketplace where you can enable the various apps that you might use, like Samsara or Greenscreens.
Usage
In the usage section, you'll find more information and analytics about your workspace's platform usage.
Copilot
The Copilot section is where you can create and manage automatic rules for your workspace