Getting Started Guide

Congratulations! You're on your way to a happier, more efficient workplace. This list will walk you through the most essential steps to getting your calendars and spaces up and running.

• Set up calendars Email/Calendar Admin

  Teem booking tools utilize your existing calendar system, but you’ll need to integrate your calendars with Teem after purchasing Teem licenses in order to use the platform.

  Google Users Office 365 Users Outlook Users
• Create a room Teem Account Admin

  Create a room and learn more about the hierarchy made up of Campuses, Buildings, Floors, and Spaces. These categories define the Teem structure and set the foundation for what we can do for your organization.

  Create a Room
• Synchronize and assign calendars to rooms Teem Account Admin

  This is the process of assigning your calendars to Teem rooms and finalizing the connection between Teem and your existing calendar system.
  

  Watch a Video Tutorial

   

  Sync Exchange 2010 Sync Exchange 2013 Sync Exchange 2016 Sync Office 365 Sync Google Assign Calendars
• Create desks (assigned or bookable) Teem Account Admin

  Creating a desk is very similar to creating a room where you will need to learn more about the hierarchy made up of Campuses, Buildings, Floors, and Spaces. These categories define the Teem structure and set the foundation for what we can do for your organization.

  Create a Desk
• Add amenities to rooms and desks Teem Account Admin

  Adding amenities and capacities to your spaces will allow your users to filter by those fields to find the right room for their meeting. Any amenity added can also be served by work requests.

  Amenities for Rooms and Desks
• Set up Users Teem Account Admin

  Teem permissions are applied by defining permissions for a group, then adding users to that group. Admins should be part of a group with elevated permissions within Teem. End-users should be part of a different group that only has access to Employee Tools. You can also make a group for designers that gives them permission to manage room display themes.

  Managing Users and Setting Permissions

Increase Teem adoption across your workplace by meeting employees in the calendar tools they’re already using. Our plugin lives within your Office 365/Office or Google Calendar to make room booking simple and easy for all members of your organization, including new employees who are scheduling a meeting for the first time. Book rooms based on location, availability, capacity, amenities, and more.

• Install the plugin that works best for your organization Teem Account Admin

  Install for Office 365 Install for Outlook Install for Google on Chrome

Support a mobile-first approach within your workplace with the Teem App. This app allows employees to book on the go, get turn-by-turn directions with the Meridian Maps integration, and more.

• Download the Mobile App Teem Account Admin

  Download for iOS Download for Android User Guide for the Mobile App

Finder is a space-booking and wayfinding tool that helps employees easily connect with their workplace community. It combines an intuitive touch interface with a seamless at-a-glance view of the workplace, making it easy to book rooms and desks ad hoc, locate assigned desks (coming soon), and wayfind via maps.

• Order Hardware Procurement

  There are four main components needed to run Finder successfully. From these components, you must order the appropriate hardware needed for your deployment.

  Finder Hardware Overview
• Set up Maps Teem Account Admin

  Provide Teem with accurate floor maps to connect and associate with your account.

  Get Maps
• Create and Deploy Finder Views Teem Account Admin

  Once you have your hardware and maps setup, you can create and deploy Finder Views.

  Create and Deploy Finder View

Users can see a room’s status and upcoming schedule, submit a work request, view a map of the floor, or book an event, all from the room display!

• Procure, set up, and install hardware Procurement

  Certain room display enclosures have long lead times, so if you're planning on mounting displays outside of your rooms, we suggest ordering enclosures as soon as possible. Of course you don't have to wait for them to arrive to get started. You can set up your Teem account, start using Teem booking tools, and collect utilization and meeting room data before a single display is mounted!

  Hardware Supported Devices for Room Displays
• Set up devices Teem Account Admin

  Download the EventBoard app on your tablets.

  iOS Setup Android Setup
• Sync devices Teem Account Admin

  In order to run our EventBoard app on your conference room displays, you’ll need to connect the devices to your company’s Teem account.

  Add Devices
• Customize settings Teem Account Admin

  Teem has a number of options and settings you can manage. Here are some of our recommendations. We suggest setting your EventBoard organization settings first, then applying overrides further down the hierarchy as you see fit.

  Recommended Settings
• Design and assign room themes [Add-on available for Enterprise only] Teem Account Admin

  Customizing the screen of your EventBoard devices turns your office into a branded experience that builds company identity and culture, and improves workplace experience. DIY customizable themes and professionally customized themes are available. Themes can be applied at any level of the space hierarchy.

  Customize Themes
• Set up Work Requests [Available for Pro and Enterprise only] Teem Account Admin

  With Work Requests, your employees can report issues on certain room amenities (such as Apple TV, monitors, chairs, etc.) to the appropriate contact(s) within the organization from the room display or the Teem dashboard.

  Work Requests
• Health Monitoring Teem Account Admin

  Enabling health monitoring will ensure that you're alerted when devices go offline. To do this, we need to know where health emails should go. This setting is a global setting.

  Health Monitoring

Once you've purchased LobbyConnect licenses, streamlined visitor management is just a few steps away. Follow this list to get up and running in no time.

• Purchase devices for LobbyConnect Procurement

  Purchase devices that are compatible with LobbyConnect so you can continue to get setup with LobbyConnect while they’re on their way.

  Supported LobbyConnect Devices
• Create lobbies Teem Account Admin

  Create your lobbies so you can assign devices to those spaces.

  Create a Lobby
• Assign devices to lobbies Teem Account Admin

  Assign devices to the lobbies you created in the Teem admin dashboard.

  Add LobbyConnect Devices
• Set up badges and badge printer Procurement

  Pair LobbyConnect with a compatible wireless printer to enable visitors to print their own photo ID badges, which can be custom designed by your web developer. We also provide multiple custom default templates to choose from.

  Visitor Badges
• Create visitor types Facilities

  Using visitor types allows you to set the information fields and contract that each visitor type is required to fill out at check-in. You can use that data to inform business decisions by exporting visitor logs. Examples of visitor types are: Delivery, Family, Interview, Guest, Food, etc.

  Manage Visitor types
• Set up visitor contracts Teem Account Admin

  Set up a contract such as an NDA, waiver, or other type of agreement that you can require guests to sign when they’re checking in with LobbyConnect.

  Visitor Contracts
• Set up notifications Teem Account Admin

  When a visitor checks in, LobbyConnect can notify the person the guest is there to see (aka the host) via SMS, email or chat, or if the visitor is on the Visitor Watchlist (often used for security or VIP purposes), LobbyConnect will notify the owner of the Visitor Watchlist.

  Visitor Arrival Notifications
• Customize the welcome screen Teem Account Admin

  By default, LobbyConnect comes with variety of optional background images, but you can customize your welcome screen using your own images

  Customize LobbyConnect Screen
• Import hosts Email/Calendar Admin

  When visitors check in with LobbyConnect, they’re asked to select their host (if this field is turned on for their Visitor Type). LobbyConnect will then notify the selected host of their guest’s arrival.. This step is where you add the hosts to the LC system.

  Importing LobbyConnect Visitors
• Set up visitor watchlist Teem Account Admin

  With our Visitor Watchlist feature, you can designate an employee – such as the building's security manager – to receive an email whenever anyone who meets certain criteria uses LobbyConnect to check in. In addition to improving security, it allows you to have better overall awareness of who is entering your space.

  Employee Notifications Webhooks
• Configure integrations Teem Account Admin

  LobbyConnect offers a variety of integrations, including iOffice, Box, Zapier, and Slack, as well as APIs and webhooks.

  Teem Integrations

Once you've configured Teem rooms per the above list, you're ready to set up more advanced Teem settings.

• Dig into Teem Insights Facilities

  Better understand how your spaces are being used with actionable data that can improve space utilization. Learn how your organization collaborates in different types of spaces and more.

  Insights
• Configure Aruba Beacons Teem Account Admin

  Take advantage of our integration with Aruba Beacons for wayfinding and get turn-by-turn directions for your workplace.

  Aruba Beacons
• Build Custom Integrations Teem Account Admin

  With our API and webhooks, the possibilities for custom integrations are endless.

  Teem API
• Maps [Add-on available for Enterprise only] Teem Account Admin

  Maps are required for Finder and also integrate with Teem Calendar Plugins and Room Displays. Maps provide wayfinding visuals with red-light/green-light space availability and allow for interactive booking when used with Finder and Teem Room Displays.

  Set Up Maps