Getting Started With Teambridg: Setup Guide for Teams of Any Size

Before You Start: What You'll Need

Getting Teambridg running is straightforward, but a little prep goes a long way. Here's what you'll want to have ready:

• Admin access to create your organization workspace (you'll need a work email)
• A list of team members you'd like to invite (email addresses)
• 10 minutes for initial configuration
• Desktop agent installation access on team machines (Windows 10+ or macOS 10.14+)

That's it. No server infrastructure, no complex networking, no IT department involvement required. Teambridg is fully cloud-hosted, and the desktop agent is a lightweight process that uses less than 50MB of RAM.

Step 1: Create Your Workspace

Head to app.teambridg.com/signup and create your organization workspace. You'll be asked for:

1. Your name and work email
2. Organization name and size
3. Your role (this determines your default admin permissions)

Once your account is verified, you'll land in the admin dashboard. The first thing you'll see is a setup wizard that walks you through the essentials. We've designed this to take less than five minutes — no one wants to spend their morning filling out configuration forms.

During setup, you'll choose your monitoring profile. We offer three presets:

• Light: Activity categories and focus time only. Best for high-trust teams that want minimal data collection.
• Standard: Activity categories, focus time, application usage patterns, and productivity trends. Our most popular option.
• Detailed: Everything in Standard plus project-level time tracking and collaboration metrics. Best for teams with billable hours or complex project management needs.

You can customize these profiles later, but the presets are a great starting point.

Step 2: Invite Your Team

From the admin dashboard, navigate to Team > Invite Members. You can add team members individually by email or bulk-import from a CSV file. Each invitation includes a clear explanation of what Teambridg monitors and how the data is used — because consent starts with the invitation.

When team members accept their invitation, they'll go through a brief onboarding flow that:

• Explains exactly what data is collected
• Shows them their personal dashboard (yes, they see everything their manager sees about them)
• Gives them the option to download and install the desktop agent

Pro tip: we've found that teams have the best adoption when a manager sends a personal message alongside the Teambridg invitation explaining why the team is adopting it and how the data will (and won't) be used.

Step 3: Install the Desktop Agent

The Teambridg desktop agent is what collects activity data from team members' workstations. It's available for Windows 10+ and macOS 10.14+, with Linux support coming in Q2 2020.

Installation is simple: download from the link in the invitation email, run the installer, and sign in with your Teambridg credentials. The agent appears as a small icon in your system tray (Windows) or menu bar (macOS). Clicking it shows:

• Current monitoring status (active/paused)
• What's being tracked right now
• Quick links to your personal dashboard
• A pause button for breaks and personal time

The agent is designed to be visible and controllable. Employees can pause monitoring at any time for breaks — we'd rather have gaps in data than destroy trust with always-on surveillance. The agent uses approximately 30-50MB of RAM and less than 1% CPU, so it won't interfere with anyone's work.

Step 4: Explore Your Dashboard

Within a few hours of your team installing the agent, data starts flowing into your dashboards. Here's what you'll see:

Team Overview: A high-level view of activity across your organization. Average focus time, top applications, and activity distribution throughout the day.

Individual Profiles: Each team member has a profile showing their work patterns, focus time, and productivity trends over time. Remember — they see this exact same view.

Trend Reports: Weekly and monthly trend visualizations that help you spot patterns. Is focus time declining? Are meetings eating into deep work? These reports surface the signals that matter.

Don't try to draw conclusions from the first day or two of data. Work patterns become meaningful over time. We recommend waiting at least two full work weeks before making any decisions based on Teambridg data. And when you do, lead with curiosity, not judgment. The goal is to understand how work happens so you can help your team do it better — not to catch people slacking off.

If you run into any issues during setup, our support team is available via live chat in the app or at support@teambridg.com. Welcome aboard.