Getting started

Set up your workspace and invite your team

6 min read
Before you fill OroMiQ with your work, spend five minutes on the basics: your personal profile, your workspace details, and bringing your colleagues on board with the right level of access.

Before you start

You need the Admin or Manager role to edit workspace settings and invite team members. Anyone can manage their own profile and security.

Complete your profile

Open your avatar menu (top-right) and choose My account. Set your Full name and Timezone, then click Save changes so colleagues recognise you in activity and assignments. You can add a profile photo here too.

Note

You cannot change your own email address here. Ask an administrator if it needs updating.
The Profile page showing Full name, Email and Role, a Timezone of Europe/London chosen and the Save changes button ready to click, and a Profile picture card with an Upload button.

Secure your account

Open Settings → Security. On the Security & passkeys page, set a strong password and turn on two-factor authentication or add a passkey.

The Security & passkeys page with a Change password button, and Two-factor authentication options to set up an authenticator app, add a passkey and generate recovery codes.

Set your workspace details

From your avatar menu, choose Settings. This opens your workspace’s General page. Click Edit, fill in your company name, email, phone, website, company number and address, then click Save.

Use Upload logo to add your company logo. It appears on the quotes and documents OroMiQ generates for you.

The General section of Settings, Workspace in edit mode, with Company name, Email, Phone, Website and the address filled in, Company number left blank, and Cancel and Save buttons, above the Organisation logo card and its Upload logo button.

Open Team & roles

In Settings, open Team & roles. It has three tabs: Team members, Roles and Act on behalf. The Team members tab lists everyone who can sign in, along with their role and status.

The Team members tab under Team & roles, with the Roles and Act on behalf tabs beside it, a Search team members box, an Invite team member button, and a team member listed with their email, role, last active time and status.

Invite a team member

Click Invite team member. Enter the person’s Email address, choose a Role, and click Send Invite.

They receive an email with a link to set their name and password. The link expires after 7 days. Until they accept, the Team members tab shows a count of pending invitations.

Note

Invite with one of the built-in roles: Manager, Power User, Read Only, Call Team Manager or Call Agent. If you want someone on a custom role, switch them to it once they have joined.

Tip

Each person needs a free seat. If you see No available seats, add seats under Settings → Subscription & billing. Your workspace’s General page shows how many seats you are using.
The Invite team member dialog with an example email address entered, Power User chosen as the Role, and Cancel and Send Invite buttons.

Choose the right role

A role decides what a person can see and do. The Roles tab lists the built-in roles:

  • Admin: everything, including billing, add-ons, sequences and templates.
  • Manager: settings, people and data, including pipelines, custom fields, templates and data layers, but not billing or creating sequences.
  • Power User: the day-to-day work of the CRM.
  • Read Only: can look but not change.
  • Call Team Manager and Call Agent: for teams using the Telesales Pack.

If none of them fit, click Create custom role and pick exactly the permissions you want.

Tip

Give people the least access they need to do their job. You can change someone’s role at any time from the Team members tab, to any role except Admin.
The Roles tab listing the system roles Power User, Read Only, Admin, Manager, Call Agent and Call Team Manager with their permission counts, a Create custom role button, and an empty Custom roles for this workspace section.

Group people into teams (optional)

As an Admin, open your workspace’s General page, find the Teams card and click New team. Enter a Team name, choose a Manager and click Create team. Then use Add member in the team’s row to add people.

Teams are part of the core CRM, so no add-on is needed. Click Edit to rename a team, change its manager or set its status.

The Teams card with a New team button, listing the New business team with its manager, a member, an Add member picker, an Active status and an Edit link.

Covering for a colleague

On the Act on behalf tab, grant one person the right to act as another. They then choose Act as… from their avatar menu, and Exit acting when they are done.

What next

Next in this seriesAdd your contacts and companiesCreate a company, add a contact, and link the two so every conversation has a home.RelatedGet to know OroMiQA quick tour of the navigation and dashboard.

Cannot find what you need? Browse the Help Centre or submit a support ticket.