Joining a workspace someone else set up

You go through the same setup steps as everyone else. When your first session with Brev opens, Brev already knows how you joined, which teams you are on, and which goals are already assigned to you, so it does not ask you to set up the workspace from scratch.

How the session opens #

• Goals are already set up for you: Brev says how many and offers Review my goals with me, Add more goals of my own, Show me my team's goals, or Looks good, take me to my goals, which opens your goals.
• None are yours yet: Brev says how many goals your organization already has and offers Show me what my team is working on, Help me add my own goals, I have a doc with my goals, or Just show me around first.

What Brev does in your first session #

• Goals are already assigned to you: Brev shows them and asks you to confirm each one and its key result. It changes what you correct and writes nothing new unless you ask.
• Your team has goals but you have none yet: Brev shows your team's goals and asks what you own under them, then writes your goals beneath the team goal they serve.
• Nothing is assigned to you or your teams: Brev asks what you are on the hook for and writes your first goals.
• Your role can view but not create goals: Brev tells you so and shows the goals that matter to you.

If your workspace already has company goals, Brev does not write another set, even for an owner or admin, unless you ask for a company goal by name. Which goals each role can create is in Roles and permissions.