The steps that get your workspace ready for your team. Only a Client admin sees this page.
The steps
- Company details: your time zone, fiscal year and the locations you ship from. Required.
- Connect your store: Shopify or your e-commerce platform. Required.
- Connect your other systems: ERP, accounting or email tools. Optional; you can mark it as not needed.
- Review your guardrails: read the rules that decide who sees what, then confirm. Required.
- Add company knowledge: your terms, locations and processes. Runmate onboarding adds these with you.
- Invite your team: at least three people besides admins. Required.
- Save your first run: a question your team asks every week, saved to repeat on a schedule.
Going live
Go live unlocks once the required steps are done. It tells Runmate your team is ready to use the workspace day to day. You can still finish the optional steps afterwards.
The checklist is worked out from what's actually in your workspace each time you open it, so it's always current.