Getting Started

You’ve purchased Teem licenses, now what? The checklists on this page will help you round up the team members needed to get Teem up and running, and walk you through the steps to a successful deployment.


Set up rooms -

Congratulations! You're on your way to a happier, more efficient workplace. This list will walk you through the most essential steps to getting your Teem Rooms up and running.

Task Owner Task

  • Procure, set up, install hardware Procurement

    Certain room display enclosures have long lead times, so if you're planning on mounting displays outside of your rooms, we suggest getting enclosures ordered ASAP. Of course, you don't have to wait for them to arrive to set your Teem account live –you can begin collecting data and using Teem booking tools before a single display is mounted!

    Hardware Supported Devices for Eventboard
  • Set up calendars

    Teem booking tools utilize your existing calendar system. Because of this, it is the first thing you should do when you purchase Teem licenses. Everything else that we do hinges on this.

    Exchange Users Google Users
  • Set default settings

    Default settings are inherited throughout the organization. By going through and setting the defaults you will ensure that Teem functions in the way that you want, and that it is consistent. You can always override default settings at more local levels.

    Default Settings
  • Build your space hierarchy in admin dashboard

    Create the hierarchy of Campus, Building, Floor and Space. This defines Teem structure, and is a vital backbone to what we do.

    How to Create a Room
  • Assign calendars to rooms

    This is the process of assigning your calendars to Teem rooms, and finalizes the Teem Connection with your calendar system.

    How to Tie Calendars to Rooms Support
  • Create user accounts and set permissions

    Teem permissions are applied by defining permissions for a group, then adding users to that group. I.e. Admins should be part of a group with elevated permissions within Teem. End users should be part of a different group that only has access to Employee Tools. You can also make a group for designers that gives them permission to manage room display themes.

    Managing User Groups and Permissions
  • Set up health monitoring

    Enabling health monitoring will ensure that you're alerted when devices go offline. To do this, we need to know where health emails should go. This setting is a global setting.

    Set Up Health Monitoring
  • Set up devices

    Download the EventBoard app on your tablets.

    Android Setup iOS Setup
  • Tie devices to rooms

    In order to run our EventBoard app on your conference room displays, you’ll need to connect the devices to your company’s Teem account.

    How to Add, Move, or Delete EventBoard Devices
  • Override default settings where necessary

    Not all rooms should have the same settings. Identify which spaces should have exceptions to defaults, and then apply them.

    EventBoard Display Settings
  • Enable the Outlook add-in

    While all the other booking tools (besides room displays) are automatically accessible with a user account, the Outlook Add-in must be enabled by an Exchange or Office 365 Admin. The Teem Outlook Add-in brings the features you love from Teem (filters for room location, capacity, and amenities) into Outlook.

    Teem Outlook Add-in

Take Teem Rooms to the Next Level -

Once you've configured Teem rooms per the above list, you're ready to set up more advanced Teem settings.

Task Owner Task

  • Roll out Teem Mobile

    The Teem mobile app gives users the ability to find and book rooms and desks on the fly.

    Teem Mobile App
  • Design and assign room themes Facilities

    Customizing the screen of your EventBoard devices turns your office into a branded experience that will make a powerful impression on anyone who visits. DIY customizable themes and professionally customized themes are available. Themes can be applied at any level of the space hierarchy.

    Custom Themes
  • Set up Maps Facilities

    Teem maps are used in FlightBoard and the EventBoard room displays. They provide an easy visual on red light green light on space availability, and interactive booking when used through EventBoard.

    Set up Maps
  • Add amenities to spaces

    Adding amenities and capacities to your spaces will allow your users to filter by those fields to find the right room for their meeting, and to use work requests.

    Amenities for Rooms and Desks
  • Set up Work Requests

    Using Work Requests, your employees can report issues on certain room amenities (such as Apple TV, monitors, chairs, etc.) to the appropriate contact(s) within the organization from the room display or their Teem account.

    Work Requests
  • Set up FlightBoard Monitors Facilities

    Inspired by airport flight status monitors, FlightBoard shows real-time status for the meeting rooms in your organization. Display it on centrally located monitors to help employees get where they're going.

    FlightBoard
  • Configure Aruba Beacons

    Take advantage of our direct integration with Aruba beacons for wayfinding and quickbooking.

    Aruba Beacons
  • Build custom integrations

    Use our API and web hooks to build a custom integration (or have us do it for you). From integrating Teem with your sensor of choice for automated utilization sensing and check-in/check-out, or you want to create a countdown clock for the inside of your conference rooms to keep meeting attendees on schedule. The possibilities are limitless. Give us a call if you want help.

    Teem API

Set up Teem Desks -

Use Teem Desks to create reservable desks with attached amenities for productive desk hoteling. Once you've purchased Teem Desk licenses, you can configure your desks and allow employees to book them in a few easy steps.

Task Owner Task

  • Create desk spaces

    First, create your desks in your Teem account.

    Desk Spaces
  • Add amenities to desks

    Adding amenities to your desks will allow your users to filter by those fields to find the right desk for their needs.

    Amenities for Desks
  • Create user accounts and permission groups

    Teem permissions are applied by defining permissions for a group, then adding users to that group. I.e. Admins should be part of a group with elevated permissions within Teem. End users should be part of a different group that only has access to Employee Tools.

    Managing Users
  • Roll out Teem Mobile

    The Teem mobile app gives users the ability to find and book desks (and Teem rooms if you have them) on the fly.

    Teem Mobile App

Set up LobbyConnect lobbies -

Once you've purchased LobbyConnect licenses, streamlined visitor management is just a few steps away. Follow this list to get up and running in no time.

Task Owner Task

  • Create lobbies

    First, create the your lobbies.

    Create a Lobby
  • Assign devices to lobbies

    Assign devices to the lobbies that you created in the admin dashboard.

    Manage LobbyConnect Devices
  • Create visitor types Facilities

    Using visitor types allows you to set the fields and contract that each visitor type is required to fill out at check-in, and then use that data to inform business decisions by exporting visitor logs and utilizing visitor Insights. Examples of visitor types are: Delivery, Family, Guest, Food, etc.

    Managing Visitor Types
  • Set up visitor contracts

    Set up a contract such as an NDA, waiver, or other type of agreement that you can require guests to sign when checking in with LobbyConnect.

    Visitor Contracts
  • Set up badges and badge printers

    Pair LobbyConnect with a compatible wireless printer to enable visitors to print their own photo ID badges, which can be custom designed by your web developer.

    Visitor Badges
  • Import hosts

    When visitors check in with LobbyConnect, they are asked to select their host (if this field is turned on for their Visitor Type. LobbyConnect will then notify the selected host of their guest’s arrival, so long as Visitor Notifications are turned on. This step is where you add the hosts to the system.

    Importing LobbyConnect Visitors
  • Set up notifications

    When a visitor checks in, LobbyConnect can send a few types of notifications. It can notify the person the guest is there to see (aka the host) via SMS, email or chat, or if the visitor is on the Visitor Watchlist (often used for security or VIP purposes), LobbyConnect will notify the owner of the Visitor Watchlist.

    Visitor Arrival Notifications
  • Customize welcome screen

    By default, LobbyConnect comes with a screensaver featuring a variety of images, but you can customize your screensaver using your own images.

    Customize LobbyConnect Screen
  • Set up visitor watchlist (or use Webhook for custom security alerts) Facilities

    With our Visitor Watchlist feature, the employee that you designate to receive the alert – such as the building's security manager – will get an email whenever anyone who meets certain criteria uses LobbyConnect to check in. In addition to improving security, it allows you to have better overall awareness of who is entering your space.

    Employee Notifications Webhooks
  • Configure integrations

    LobbyConnect offers a variety of integrations, including iOffice, Box, and Slack, as well as APIs, webhooks, and a Zapier integration.

    Teem Integrations