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Getting started: How to get started with Fleep

If you're the pioneer looking to implement Fleep at your team or company, this Getting started guide is for you. If you're a new user and have joined a group that's using Fleep, you may want to check out the Fleep 101: A guide for new users.


Step 1: Set up your team with Fleep for Business

The best way to get started with Fleep is to invite a small pilot group to take Fleep for a spin. To do this, create your account and open Fleep on your desktop. Click on your profile in the bottom left corner of the window to launch the account menu and select Teams.


 As Teams are a Fleep for Business feature, you will be prompted to upgrade to Fleep for Business.

When upgrading, you are prompted to give your Fleep for Business organization a name. This will also be the name of your first team that is created for you automatically.

It can be your company's name, or your department's name for example. Don't worry, you can also change this later.

Step 2: Configure your payment method

Choose whether you wish to pay monthly or annually and fill out your payment details.


Step 3: Invite members

Now, it's time to bring people on board!

  • Invite people via email
    All you need to do is enter the email addresses and they will receive an invite to join you on Fleep. If an email address matches with an existing Fleep user, their account will be invited automatically.


  • Invite people with a link
    All teams have a join URL. You can simply share the URL with the people you want to join Fleep. They can follow the URL to sign up to Fleep, and they'll be added to your Fleep for Business organization and team automatically. You can also always find the link in the team's settings. 


Step 4: Create conversations

In the next step, you can set up your team's conversations. In Fleep, all team members belong to all team conversations, so these will be the conversations where everyone will be included.

  • Create conversations around different topics
    These will vary depending on what your company does. A SaaS business may create conversations around different features. An agency may want to organize their communication around different projects or clients they are working with. 

  • Create dedicated conversations for different fun and admin purposes
    Team chat tools works best when there are separate channels for sharing admin News & Updates, for sharing anything Fun or Offtopic, and even for sharing your team whereabouts (e.g. when someone is working from home, wants to go for lunch etc.).

Pro tip: Start a conversation's topic with an emoji and it will be set as the conversation's avatar ✨


Step 5: Send a welcome message

Once the team is set up, get the conversation going by posting a simple welcome message, explaining why you would like to try out Fleep with your team. This will be visible to everyone you've invited once they sign in to Fleep.


Step 6: Further setup

Now that you've got your team all set up, it's time to tailor the workspace a bit further to really fit your needs. 

  • Create conversations for sub-groups or sub-teams
    Depending on the size of your company and teams, you may want to set up further conversations that involve only a smaller group of people. You can do this by creating group conversations with individual members (e.g. only the New York office, or a separate conversation for the management, etc) or by creating a smaller teams — especially useful if you're going to have several conversations with the same sub-group.

    Read more: How to create a conversation?

  • Review permissions
    All conversations in Fleep have admins. Only admins can change the settings and membership of conversations. In Premium conversations, admins are also in control of the content, meaning they can delete files and messages other people have posted, and remove access to message history when they remove people.

    Review admin permissions inside your conversations or in the Admin panel if you're a Fleep for Business user, at fleep.io/admin.

    Read more: How do admin roles work in Fleep? and What is Fleep for Business?

  • Account settings and preferences
    You can make Fleep your own with various settings and preferences. For starters, it may be a good idea to add a profile picture and your contact number if you haven't done so already. Further, you can customize your notification settings, organize your conversations with labels and much more!

    Read more: 14 Fleep Features You May Not Know About - Fleep Blog

  • Download the Fleep app for your desktop and mobile devices
    While you're free to use Fleep on the desktop web browsers, we do have native apps for your convenience: iOS, Android, Windows, macOS and Linux. The mobile apps are great for when you're on the go and the desktop apps are, well, available conveniently on your desktop... and also send you native push notifications as well as let you sign into multiple accounts for example.

    Get the apps: fleep.io/downloads.


That's it!

Now, you're all set to get started with Fleeping! Still unsure? You can explore more resources on our Help Center:

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