Checklist: finish your workspace
After setup your shop is connected, but your workspace is not quite ready. Teamdock keeps a checklist of what is still to do. The checklist looks at what you have actually set up, so a step only shows as done when it works.
Where do you see the checklist?
Section titled “Where do you see the checklist?”- At the top of the workspace there is a bar Finish setting up your workspace with your progress (for example 1 of 3 required steps done) and the button Continue setup. The cross hides it for a week (Remind me in a week).
- On the list of steps that Continue setup takes you to. Each step shows Set up or Done, and optional steps carry the label optional. Skip for now (remind me in a week) → takes you on to your workspace.
- Under Settings. The overview shows a circle with the percentage, the text Your workspace is almost ready and a button for each open step. In the list below, each page has a dot: green is set up, orange still needs doing, grey is optional and not connected yet.
The checklist is only visible to people who may manage settings.
The three required steps
Section titled “The three required steps”1. Connect the store
Section titled “1. Connect the store”Your WooCommerce shop is connected with REST API keys. You have usually already done this during setup. To change keys or reconnect your shop, see Connecting your WooCommerce.
2. Sending e-mail
Section titled “2. Sending e-mail”Teamdock must be able to send mail from your address, for replies to tickets and other messages to customers. To do this you verify your domain, or you add a mailbox with your own mail server (SMTP). You set this up under Settings → Sending e-mail. See Customer contact.
3. Company details
Section titled “3. Company details”Your official company name and your VAT number. They appear on your invoices and your privacy page. You enter them under Settings → Legal entity. See Account and company details.
The optional steps
Section titled “The optional steps”| Step | What for | Read more |
|---|---|---|
| Peppol invoices | Send e-invoices through Peppol to your business customers. | Peppol |
| Online payments | Let customers pay their invoices online, through Mollie in your WooCommerce. | Invoices |
| Inbox for tickets | Have incoming customer emails arrive as tickets automatically. | Tickets |
| Own domain | Run your shop on your own domain instead of your teamdock.ai address. | Your shop on your own domain |
Not on the checklist, but worth doing
Section titled “Not on the checklist, but worth doing”- Bringing in your team. See Inviting your team.
- Deciding who sees what. With roles you decide which parts a colleague sees in the menu. See Team members and roles.
- Connecting carriers if you ship from Teamdock. See Carriers.
- The app on your phone. See The Teamdock app.
- Two-factor verification for your own account, under Settings → Security. See Account and security.