Getting Started

Getting Started with Skreen Workspaces

Last updated: Mar 5, 10:00 AM

Welcome to Skreen! We're thrilled to help your support team resolve issues faster. This guide will walk you through the essential steps to get your workspace up and running.

1. Complete Your Profile

When you first create a workspace, you become the primary Owner. Your first step should be to ensure your company branding is configured. Navigate to Settings from the top right menu.

  • Set your Company Name (this will appear on the share pages your customers see).
  • Upload a Company Logo URL (must be a valid image URL like 'https://yoursite.com/logo.png').

2. Invite Your Team

Skreen is built for teams. To invite your fellow support agents:

  1. Go to Settings.
  2. Scroll down to the Workspace Members section.
  3. Under "Invite by email", enter your colleague's email address.
  4. Select their role:
    • Member: Can create and view support sessions.
    • Owner: Can manage billing, edit branding, and invite/remove members.
  5. Click Create invite. You will be provided with a unique invite link to send securely to your colleague.

3. Create Your First Session

Head to the Dashboard. Click the large "Start new session" button. You'll immediately generate a secure link that you can test by opening in another browser tab or an Incognito window.