So, you've just landed in Saleo and you're trying to get your team on the same page—literally. Maybe you're tired of endless email threads, or maybe you're the unofficial "tech person" who always gets asked, "Can you set this up for us?" Either way, this guide is for anyone who wants real, practical steps to get team collaboration running in Saleo without all the unnecessary fluff.
This isn’t just a basic intro. We’ll cut through what actually matters, call out features that are overrated, and show you how to get your crew working together fast—without becoming the “Saleo admin” for life.
1. Understand How Collaboration Works in Saleo
Before you start clicking wildly, take a minute to know what Saleo actually means by “team collaboration.” In Saleo, you’re not just sharing files around—teams can co-edit projects, assign tasks, comment, and (if you set permissions right) avoid stepping on each other’s toes.
The basics: - Workspaces: Think of workspaces like folders for big projects or departments. - Teams: Groups of people who work in those workspaces. - Roles/Permissions: Who can do what—if you skip this, expect chaos.
What to ignore: Don’t get sucked into every advanced setting right now. You can tweak as you go. The goal is to get the basics working for your team.
2. Create or Set Up Your Team Workspace
First things first: you need a central place where your team will actually work together.
Step 2.1: Start a New Workspace
- Go to your Saleo dashboard.
- Click “Create Workspace” or the “+” button—usually top left.
- Name it something obvious (not “Workspace 1”). Use your team or project name.
Pro tip: Don’t overthink the name. You can change it later, and you want people to know exactly what it’s for.
Step 2.2: Set Up Workspace Basics
- Add a short description so new folks know what this workspace is about.
- Decide if this workspace should be private (invite-only) or public to your org. For most teams, private is safer until you get the hang of permissions.
3. Invite Your Team
No point in setting up a workspace if you’re the only one in it. Time to bring in your team.
Step 3.1: Adding Members
- Inside your workspace, look for “Invite Members,” “Add People,” or just a plus sign next to “Members.”
- Enter emails (copy/paste works if you’ve got a list).
- Assign roles as you invite, if Saleo prompts you.
Roles usually look like: - Admin/Owner: Full control. Don’t hand this out to everyone. - Editor: Can create and modify stuff. Good for most team members. - Viewer: Can see, not change. Use for clients or people who just need to stay in the loop.
Honest take: Don’t stress about getting every role perfect right now. Set people as Editors by default unless you know they should be Viewers. You can always change this later.
4. Set Roles and Permissions (So People Don’t Break Things)
This is where most teams mess up. Giving everyone admin is like giving everyone the keys to your car. Set it up right and you’ll save yourself a lot of headaches.
Step 4.1: Review Default Roles
- Go to “Settings” or “Members” in your workspace.
- See who has what role. Change any “Admin” you don’t trust with full access.
Step 4.2: Adjust Permissions
- Saleo usually lets you fine-tune what Editors and Viewers can do.
- Decide who can:
- Add/delete files
- Invite new members
- Change workspace settings
What to skip: Don’t micromanage every permission unless your team is huge or deals with sensitive info. For most small teams, just keep admin rights tight and let the rest be Editors.
5. Organize Your Workspace (So It Doesn’t Become a Junk Drawer)
You’ve got your people in. Now make sure they can actually find stuff.
Step 5.1: Set Up Channels or Subfolders
- Use channels/folders for big topics, projects, or client names.
- Don’t make too many. If people have to click six levels deep, they’ll just dump everything up top.
Step 5.2: Establish Simple Naming Rules
- For docs, use names like “2024 Q2 Roadmap” instead of “random_notes_v3.”
- If you’re assigning tasks, tag them with deadlines or owners in the title.
Pro tip: Show your team how you set things up. Even a 5-minute walkthrough saves hours cleaning up later.
6. Onboard Your Team (Without the Eye Rolls)
A tool is only as good as the people using it. But nobody likes a forced “mandatory training.” Here’s how to get people started without losing goodwill.
Step 6.1: Share a Quick Start Guide
- Write a short doc or record a 2-minute screen share showing:
- Where stuff is
- How to add/update files
- Who to bug if they’re stuck (probably you)
Step 6.2: Set Expectations
- Tell the team what should (and shouldn’t) live in Saleo.
- Example: “All project docs go here. Chat about lunch plans somewhere else.”
Step 6.3: Encourage Questions
- Remind folks it’s okay to ask dumb questions.
- Maybe set up a #saleo-help channel if your team uses Slack or Teams.
7. Use Collaboration Features That Actually Help
Saleo comes with a pile of tools—comments, tasks, notifications, integrations. Here’s what’s worth using out of the gate, and what you can skip for now.
Step 7.1: Comments and Mentions
- Use @mentions to pull someone into a doc or discussion.
- Keep comments in the doc, not in email.
Step 7.2: Assign Tasks
- If you’re using Saleo’s task feature, assign tasks directly in docs.
- Keep tasks short and clear. “Review draft by Friday” beats “Look at this when you have time.”
Step 7.3: Ignore the Shiny Stuff (For Now)
- Saleo may offer integrations with a dozen tools you aren’t using. Don’t waste time setting up every integration on day one.
- Skip automations until your basic workflow is smooth.
8. Set Up Notifications (So You Don’t Miss the Important Stuff)
Saleo wants you to get notified about everything. That’s a fast way to burn out.
Step 8.1: Tune Your Notifications
- Go to your profile/settings.
- Turn off “all activity” notifications unless you want your phone blowing up.
- Leave on:
- Direct mentions
- Comments on your projects
- Assignment notifications
Step 8.2: Tell Your Team to Do the Same
- Share your notification settings with the team. Model the behavior you want.
- Remind folks they can change these anytime.
9. Review and Iterate
Things will change. People will ask for tweaks. That’s normal.
- Check in after a week: What’s working? What’s a mess?
- Don’t be afraid to change roles, rename folders, or ditch features nobody uses.
- Invite feedback, but don’t let “we’ve always done it this way” slow you down.
Wrapping Up: Keep It Simple, Keep It Moving
You don’t need to master every Saleo feature to collaborate well. Get the essentials working, show your team how to use it, and keep things tidy. Most of the value comes from clear roles, easy-to-find files, and not drowning in notifications. Start simple, see what your team actually uses, and tweak as you go. That’s how real teams get stuff done.