Step-by-step guidance for Account and Workspace Owners to set up Workspaces, invite colleagues, and configure vehicles, assets, and locations.
Step 1: Workspaces (Account Owners only)
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Only the Account Owner can create new Workspaces.
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By default, two Workspaces are created: CSR (Customer Service) and PWX (Public Works).
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The Account Owner can:
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Rename Workspaces
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Reorganize Workspaces
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Create new Workspaces
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Step 2: Workspace-level setup (Workspace Owners only)
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Only the Workspace Owner can:
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Add Assets
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Add Locations
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Add Vehicles
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Invite colleagues to the Workspace
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Step 3: Inviting colleagues
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Workspace Owners can invite colleagues via email.
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Invited colleagues will receive a link to download the Citycare app and join the Workspace.
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Colleagues who are not Workspace Owners cannot create Assets, Locations, Vehicles, or invite others.
Step 4: Verify your setup
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Ensure that your Workspaces, Assets, Locations, and Vehicles appear correctly.
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Make sure invited colleagues have downloaded the Citycare app and can access the Workspace.
Tips:
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Only Account and Workspace Owners have setup permissions — regular users can only view and work within the Workspaces they are part of.
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Keep vehicle, asset, and location information up to date to ensure accurate task and route tracking.
Next Steps:
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After completing the initial setup, Workspace Owners can create their first Tasks, Routes, or assign responsibilities depending on their operations.