How to Set up Your Workspace in Kaamfu

✨ Introduction #

Aligning your workspace is the first and most important step to getting Kaamfu fully operational. The Align Panel provides a guided sequence of setup tasks to help Owners and Admins configure every critical element — from inviting team members to enabling live shift tracking. Completing these steps ensures that your workspace is ready for collaboration, time tracking, and productivity monitoring.

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🎯 Why Workspace Alignment Matters #

Workspace alignment defines how your organization operates inside Kaamfu — from member access to workday rules and compliance mandates. Without completing this alignment, your team may face setup delays or incomplete tracking.

You’ll benefit by:

• Ensuring every workspace-level configuration is complete.
  
• Enforcing accurate tracking via Workstation Connect.
  
• Enabling real-time collaboration and reporting from day one.
  

Alignment transforms a new workspace into a structured, ready-to-work environment.

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👤 Who Should Read This #

This guide is for workspace Owners and Admins who handle onboarding and setup in Kaamfu.

• Owners perform the first-level configuration (invites, mandates, admin roles).
  
• Admins assist with project creation and reporting setup.
  

Regular members do not have access to the Align Panel.

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📝 What This Guide Covers #

This guide walks you through completing each of the seven steps in the Align Panel.

You’ll learn how to:

• Use the Align Panel options correctly
  
• Perform each action linked to workspace setup.
  
• Confirm completion and readiness for operation.
  

By the end, you’ll have a fully aligned, functional workspace.

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🛠️ Step-by-Step Instructions #

Follow each option in the Align Panel to complete your workspace alignment. Each section below matches the options visible in your Align checklist.

Invite Your Team #

To begin setting up your workspace, invite your teammates to Kaamfu so collaboration can start immediately.

Steps:

• Click Invite your team in the Align list.
  
• In the right panel, you’ll see three sections:
  
  • Invite from the Directory
    Click Show me to go to the Directory Page. From here, invite a single teammate directly
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• • Bulk Invite
    Click Download Template to get the sample CSV, add user details, and then click Upload Template to import all at once.
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  • Let Us Handle It
    If you need help inviting teammates, click Get Help Now to request onboarding support from Kaamfu.
    ...

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Designate Workspace Admins #

Assign workspace admins who can manage workday controls, projects, and team operations.

Steps:

1. Click Designate Workspace Admins in the Align list.
   
2. On the right panel, click Manage Admins.
   
3. You’ll land on the Organization Settings page with the teammate selection panel open.
   
4. Select the preferred member(s) and click Change to promote them to Admin role.
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Define Mandates for Workstation Connect #

This step lets you decide who must use Kaamfu’s desktop app for shift tracking and task monitoring.

Steps:

• Click Define mandates for Workstation Connect in the Align list.
  
• In the right panel, click Define Mandate.
  
• You’ll land on the Directory Page.
  
• From the employee list, tick the checkbox under WSC Mandate for each user who should be required to use the desktop app.
  
• The setting is applied immediately once checked.
  

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Configure Workday Settings #

Set up your workspace’s official work hours, timezone, and workweek structure to ensure accurate shift tracking.

Steps:

• Click Configure Workday Settings in the Align list.
  
• In the right panel, click Configure Workday Settings again.
  
• You’ll land on the Workday Settings page.
  
• Configure the following options:
  
  • Timezone — ensure it matches your organization’s region.
    
  • Work Hours — define shift start and end times.
    
  • Workweek Days — select the official working days.
    
  • Workday Controls — enable or disable features like auto-pause or overtime limits.
    
• Click Save to apply changes.

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Enable Enterprise Support #

Add a Kaamfu Support Specialist to your workspace as an admin for hands-on onboarding and live help.

Steps:

• Click Enable Enterprise Support in the Align list.
  
• On the right panel, click Enable Enterprise Support again.
  
• The specialist will be added as an Admin automatically to provide guided assistance during your workspace setup.
  

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Build Projects in the Work Panel #

This step helps you structure your workspace using Spaces, Boards, and Items.

Steps:

• Click Build Projects in the Work Panel in the Align list.
  
• In the right panel, click Build Projects.
  
• You’ll land in the Work Panel.
  
• Create your organizational hierarchy:
  
  • Spaces for departments.
    
  • Boards for projects.
    
  • Items for tasks.
    
• Assign owners, members, and set priorities as needed.
  

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Manage Workspace Reports #

Use this step to configure reports for tracking shifts, productivity, and activity across your workspace.

Steps:

• Click Manage Workspace Reports in the Align list.
  
• On the right panel, click Manage Reports.
  
• You’ll land on the Reports Page.
  
• Choose or configure the reports you want to view (Shift Logs, Activity Reports, Productivity Trends, etc.).
  
• Save any filter preferences or report schedules.
  

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💡 Key Benefits of Completing Alignment #

• Operational readiness: Workspace setup is complete and verified.
  
• Centralized control: Owners and Admins can track setup progress at a glance.
  
• Accuracy: Shift, task, and time tracking work consistently.
  
• Ease of onboarding: New users enter a workspace that’s ready and structured.
  

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🔗 Related Resources #

Here are other resources to help you refine your workspace setup:

• What is the Align Panel?
  
• How to Configure Workday Settings
  
• What is the Work Panel?
  
• How to Invite and Manage Team Members
  

These guides complement the Align Panel steps and help you maintain a fully configured workspace in Kaamfu.