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Getting started for Admins
Instructions on setting up and managing your account as an admin.
92 articles
Set up checklist for AdminsYour step-by-step list for setting up your Envoy account
About the Home pageEverything you need to know about your homepage.
Envoy account structureLearn the basics about how accounts, locations and delivery areas work together.
How to report a bugLearn how to report a bug from within the Envoy application(s).
Accessing the Learning AcademyGet access to 30+ learning videos to help you get started as an admin.
Location Settings
Learn how to create new locations, customize your branding and other location settings
Managing Locations and Location SettingsView, add and deactivate locations.
Company logoLearn how to add a company logo within the Location settings in your Envoy dashboard.
Data privacy featuresLearn how you can support compliance efforts and offer more data privacy options to your visitors.
How to sign out visitorsLearn about the benefits of using sign-out and the different ways you can sign out visitors.
Capacity limitsSet up and manage your capacity limits.
How do I start my trial?You can set up your account in just a few minutes.
Can I try out Envoy for free before purchasing it?Of course! You can explore all of Envoy’s features with a 14-day free trial before deciding if you’d like to purchase.
Can I extend my trial?Absolutely, if you need more time let us know!
Which plan should our company choose?Which features are included on which plans?
What countries is Envoy available in? Can we purchase your hardware internationally?We’re currently being used in over 60 different countries! Learn more below.
What kind of customer support do you offer?Learn more about our support team and how to reach us.
Do you offer custom integrations?Depending on the scope of the integration, we are definitely willing to work with customers - let's talk!
Do you have any materials about Envoy that I can show the rest of my team?Absolutely - check out the following material our customers have found useful!
What is your cancellation policy?Learn more about our cancellation policy below.
How can I request a formal quote?It’s easy to get a quote for Envoy, learn how below!
Are there any applicable taxes?No, there are no taxes applied on top of the subscription charge.
What forms of payment do you accept?Learn more about which payment methods we accept below!
Are there any hidden fees?No, we hate hidden fees as much as you do!
Do you have a reseller program?Yes, see below for how to apply!
Managing billingLearn how to access billing details and update them for your account.
Workplace billingWorkplace is Envoy's fully integrated solution that includes Desks, Rooms, Deliveries and more.
Visitors billingEnvoy Visitors is a software as a service product - our plans offer different feature sets at different price points.
Connect billingReach out to our Sales team for more information about Connect custom pricing.
Download W-9Download our latest W-9 tax form
How easy is it to get set up?Very easy, especially if you already have an iPad 😉
What hardware do I need to use Envoy Visitors?To use Envoy, you’ll need a computer, an iPad and (optional) a printer.
Do you have any customer stories or case studies I can look at?Absolutely. We’re proud that some of the biggest names in the world choose and trust Envoy. Check out some of our customer stories below:
How should I structure my Envoy account?No matter if you plan to use Envoy at a single office or multiple, you only need one Envoy account. Learn more below!
What languages do you support?Envoy supports 30+ languages, learn which ones below!
I see that you charge per location for Visitors. How do you define a location?For the majority of our customers, a “location” is defined as a physical office location. Learn more below!
Can I see a full list of your integrations?Envoy’s robust integrations directory makes it easy to integrate with your current workflow.
How does Envoy define Active Users?
Data and security
This collection will go into detail about how Envoy manages data and security across all products
Devices and accessories
Learn what devices Envoy supports and how to configure them for your team!
Envoy Mobile
Learn more about how you and your team can use the Envoy Mobile app to enhance your workplace experience.
Templates to introduce new features to your team
A collection of Templates you can send out to your team when there's a new feature within Envoy
Workplace: Health and Safety3 articles
Workplace: Desks, Maps, and SchedulingTemplates admins can use to send their employees information about Envoy's desks, maps, and scheduling features.10 articles
Workplace: DeliveriesTemplates that admins can use to send their employees information about Envoy's deliveries features.1 article
Workplace: Integrations2 articles