Create Workspace

Create Workspace:

When you first log in to Airbook, you’ll be prompted to create a workspace. Give it a name that reflects your team or project focus.

Invite Team Members:

• Collaborate with your team by inviting them to your workspace. Go to the "Invite members" section in the 'settings' tab, enter their email addresses, and send invites.

• Set Permissions:

  • Control access levels for different team members. Assign roles such as Admin, Editor, or Viewer to ensure the right people have the right access.

Set Up Projects:

• Organize your work by creating projects. Each project can house multiple Airbooks, datasets, and reports. Click on the "Projects" tab, then "New Project" to get started.

Managing Your Workspace

Organize Projects:

• Create, rename, or delete projects as needed. Keep your workspace tidy and focused by maintaining your project list.

Manage Datasets:

• View all connected data sources under the "Connections" tab. You can add new datasources, edit existing ones, or remove those no longer needed.

Customizing Your Workspace

Personalize Your Workspace:

• Adjust settings to fit your workflow. Customize workspace logo, workspace themes, and more in the settings menu.