Home Getting Started on Crowd Setting Up Your Crowd Workspace

Setting Up Your Crowd Workspace

Last updated on May 27, 2025

This guide will help you set up your Crowd workspace and connect your teammates. Follow these simple steps to start collecting user insights.

Setting up your Workspace

Your Workspace Details

  1. Look at the bottom left of your dashboard for the Ellipses (...)

  2. Enter workspace setting:

    • Workspace name: Give/change your workspace

    • Industry: Select your business industry from the dropdown menu

    • Team size: Choose the number of people in your team

Add Your Logo

  1. Click the "Upload logo" button

  2. Select an image file from your computer

  3. Your logo will appear in place of the default letter icon

Save Your Settings

  1. After entering all information, click the "Save changes" button

  2. Your workspace details are now updated

Connecting Your Website

Step 1: Find the Website Configuration Section

  1. Scroll down to the "Website configuration" section

  2. This is where you can also connect your website to Crowd

Step 2: Add Your Website

If you haven't connected a website yet:

  1. Click on "Add website" or a similar button

  2. Enter your website URL (example: https://searchflix//.netlify/.app/)

  3. Confirm to connect your website

Step 3: Install the Tracking Script

  1. Click the "Copy script" button to copy the Crowd tracking script

  2. Add this script to your website's HTML between the <head> tags

  3. If you need help adding the script, refer to the installation guide for your platform:

Step 4: Verify Your Connection

  1. Wait a few minutes for the connection to be established

  2. Check that your website appears under "Connected website"

  3. The URL should be displayed (like: https://searchflix./.netlify.app/)

Managing Your Workspace

Accessing Insights

Once your website is connected:

  1. All user data will be collected automatically

  2. You can access:

    • Heatmaps

    • Session recordings

    • Analytics

    • User activities

Additional Workspace Settings

You can manage other aspects of your workspace:

  1. Team: Manage team members and permissions

  2. Billing: Update payment information and subscription

  3. Credits: View your available usage credits

  4. Invite colleagues: Add team members to collaborate

Making Changes Later

If you need to make changes:

  1. Update workspace details: Return to the General section

  2. Change website: Use the Website configuration section

  3. Remove website: Click the "Disconnect" button (red trash icon)

Deleting Your Workspace

If needed, you can delete your entire workspace:

  1. Scroll to the bottom of the settings page

  2. Click the "Delete workspace" button (red button)

  3. Confirm deletion when prompted

  4. Warning: This permanently deletes all your workspace data and cannot be undone

Troubleshooting

Website Not Connecting?

If your website doesn't connect:

  1. Make sure the script is properly added to your website's HTML

  2. Check that your website is publicly accessible

  3. Wait a few minutes for the connection to be established

  4. Verify there are no script blockers or security settings preventing the connection

No Data Being Collected?

If you don't see any data:

  1. Visit your website and perform some actions to generate data

  2. Make sure the script is installed on all pages you want to track

  3. Check that you have no privacy tools or ad blockers preventing the script from running

Next Steps

After setting up your workspace:

  1. Explore the Crowd dashboard to see user insights

  2. Set up feedback widgets to collect user opinions

  3. Review heatmaps to see how users interact with your site

  4. Watch session recordings to understand user behavior

Your workspace is now ready to start collecting valuable insights about how users interact with your website.