Team Admin Setup Checklist

Goal

Stand up your team in BoodleBox — seats, people, access, and branding — in the right order. Each step links to a full how-to.

Setup checklist

1. Sign in and get into the right workspace. Click your initials at the bottom-left — the workspace with a check mark next to it is the one you're in. Everything below needs a team workspace — none of it exists on a Personal Account, and a Personal Account can't be converted into one. If you don't have a team workspace yet, choose Create a Team Workspace, name it, and buy your seats. → How to log into BoodleBox
2. Make sure you have enough seats. Add seats if needed. → How to manage your plan & seats
3. Invite your people. One at a time, or a whole roster at once via CSV. → How to manage your team & users · How to add or remove a whole group at once with a CSV
4. Set access control. Choose which AI models and bots your team can use. → How to control which AI models & bots your team can use
5. Brand your workspace (optional). Add your logo and colors. → How to brand your workspace (logos & colors)
6. For classrooms: create your terms and classes. → How to create a class and an assignment
7. Point everyone to the right Quick Start — Faculty, Student, Staff, or Workforce.

Tips

• Watch your seats available count — running out blocks new invites until you add capacity.

Questions?

Email success@boodle.ai — typical response within 8 business hours.