Getting Started

You’ve purchased Teem licenses, now what? The checklists on this page will help you round up the team members needed to get Teem up and running, and walk you through the steps to a successful deployment.


Set up rooms -

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 Teem Rooms up and running.

Task Owner Task

  • 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!

    Recommended Hardware Supported Devices for Eventboard
  • Set up calendars

    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.

    Outlook Users Office 365 Users Google Users
  • Create a room

    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

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

    Sync Exchange 2007 Sync Exchange 2010 Sync Exchange 2013 Sync Exchange 2016 Sync Office 365 Sync Google Assign Calendars
  • Set up devices

    Download the EventBoard app on your tablets.

    Android Setup iOS Setup
  • Add devices Procurement

    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
  • Create user accounts and set permissions

    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 User Groups and Permissions
  • Set up health monitoring

    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.

    Set Up Health Monitoring

Take Teem Rooms to the Next Level -

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

Task Owner Task

  • Customize your settings

    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] Facilities

    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.

    Custom Themes
  • Install the Teem Outlook Add-in

    Increase Teem adoption across your workplace by meeting employees in the calendar tools they’re already using. Our add-in lives within your Outlook/Office 365 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.

    How to Install the Teem Outlook Add-in
  • Roll out the Teem Mobile App

    The Teem Mobile App gives users the ability to find and book spaces on the fly and more.

    Teem Mobile App
  • Set up Teem Maps [Add-on available for Enterprise only]

    Teem Maps are used with Flightboard and EventBoard room displays. They provide 3D visuals with red-light/green-light space availability and allow for interactive booking when used with EventBoard.

    Maps
  • Add amenities

    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
  • Set up Work Requests [Available for Pro and Enterprise only]

    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
  • Set up Flightboard

    Inspired by airport flight status monitors, Flightboard shows real-time availability of your organization’s huddle spaces and meeting rooms. Display it on large centrally located monitors to help employees navigate the office and find available ad hoc spaces and meeting rooms.

    Flightboard
  • 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

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

    Aruba Beacons
  • Build Custom Integrations

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

    Teem API

Set up Teem Desks -

Use Teem Desks to create reservable desks with attached amenities for productive desk hoteling. Once you've purchased Teem Desk licenses, you can configure your desks and allow employees to book them in a few easy steps.

Task Owner Task

  • Create desk spaces

    Get started by creating desks in your Teem account.

    Desk Spaces
  • Add amenities to desks

    Adding amenities to desks will allow users to filter by those resources to find the right desk for their needs.

    Amenities for Desks
  • Create user accounts and permission groups

    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
  • Roll out the Teem Mobile App

    The Teem mobile app gives users the ability to find and book desks and rooms on the fly and more.

    Teem Mobile App

Set up LobbyConnect lobbies -

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.

Task Owner Task

  • 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

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

    Create a Lobby
  • Assign devices to lobbies

    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

    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

    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

    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

    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

    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

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

    Teem Integrations