Use this checklist when setting up CollabOS for a team for the first time.
Before you begin
- Sign in to your CollabOS account.
- Decide whether the workspace represents an NFT/Web3 project, a community/alpha group, or an agency.
- Have your workspace name, logo, description, and public links ready if available.
Step 1: Create the workspace
- Open the workspace selector.
- Choose New Workspace.
- Enter the name and public slug.
- Choose the correct workspace type. This matters because project and community whitelist workflows have different eligibility rules.
- Complete workspace creation.
Step 2: Make it identifiable
- Open workspace settings.
- Add a clear logo and banner.
- Add a description and official links.
- Review what will be public before sharing your workspace profile.
Step 3: Add your people
- Open Team and invite members by email.
- Assign roles based on responsibilities rather than granting everyone Admin.
- Confirm members can select the correct workspace before working.
Step 4: Configure only what you need
- For outreach and reporting: begin with Projects and Collab Tracker.
- For whitelist partnerships: open Whitelist Collaboration Management.
- For native raffles: open Raffles.
- For Discord operations: connect a server in Community & Discord and check bot permissions.
- For Alphabot data: configure the integration if your plan includes it.
Step 5: Perform a safe first run Create one test project or draft campaign, check that the correct people can access it, and verify that public information looks right. Do not send real winner files or invite your full community until the initial setup has been reviewed.
If something fails, note the workspace, screen, action, and error message. Then see Help > Troubleshooting.