Welcome to INGENIOUS.BUILD! At this point, you've received an email from your External Trade Partner through Ingenious to join our platform, create a workspace, and collaborate online. Here are a few first steps we recommend when creating a new Workspace for your Company. Let's get started!
Because you are creating your Workspace for your Company, by default, your Account type will be an Administrator. This means you will have access to all the features and modules within your Workspace.
First, let's take a quick look around your two Dashboards — the Onboarding Dashboard, which is the first thing you'll see when you first log onto your Workspace after creating it, and the Project Dashboard, which will be your main home base moving forward.
Your Onboarding Dashboard will help guide you in setting up your Workspace. Below are a few articles containing step-by-step instructions to do so:
We also want to highlight the Company Settings Tasks slide-out, which you can find within the Onboarding Dashboard. Here you'll find a list of tasks to check off as you set up your Workspace!
However, you're probably wondering, how do I access the Project that my Trade Partner invited me to? Great question! The Project(s) that you were invited to collaborate on can be found by navigating to the left navigation, and clicking Projects > Projects.
You're now ready to make the most out of your platform. Got any questions? As always, you can reach our Customer Support team by clicking on the 'Chat' icon on the bottom right corner. Don't be shy, drop us a 👋 hey, and let us know what you think!
