How do I prepare a workspace for beta testers?

Short answer

Before inviting beta testers, confirm branding, event templates, staff access, host links, guest settings, core documents, and any add-ons being tested.

Learn moreWhat should beta testers report first?How do I set up workspace branding?

Workspace setup

  • Confirm branding and logo placement.
  • Check account and company information.
  • Confirm staff profiles and staff types.
  • Review docs, packages, inventory, and music connection if those areas are being tested.
Learn moreHow do I set up workspace branding?

Event setup

  • Create at least one test event with a timeline.
  • Generate host and guest links.
  • Assign staff if staff workflows are being tested.
  • Enable only the features the tester should use.
Learn moreHow do host and guest links work?What should beta testers report first?

Support setup

  • Make sure Trish is visible unless the tester is specifically testing the hidden state.
  • Ask testers to use Trish first, then send unanswered questions to support when the answer is missing.
Learn moreWhat should beta testers report first?

Related articles

What should beta testers report first?Learn moreHow do I set up workspace branding?Learn moreHow do host and guest links work?Learn more

Last updated for the ORCHESTRIS 2.0 support knowledge-base rollout.