Adding team members

A Team Owner can invite colleagues to share your Workiro account.

As a team, you'll be able to:

• Share a directory of connections
• Have greater visibility of activity across the team to enhance teamwork and communication
• Work with shared team projects, templates and tags

Send an invite

To add colleagues to your team, navigate to Settings in the web or desktop app, and select Team. 

Use the Invite button to enter the email address of a colleague. They will be sent an email invitation containing a secure link that will guide them through creating their Workiro account and joining your team.

If your colleague already has a Workiro account* they will be invited to migrate any existing data into your team account. You will not be charged until they accept your invitation.

Data is migrated as follows:

*You cannot invite a Workiro user who is already in another team or has a paid account

*If you have related the Workiro user to an organisation, this relationship will be removed when the account is migrated to your team

Resend or Cancel an invite

Where an invitation hasn't been accepted the email can be resent, or the invitation cancelled, simply by selecting from the menu of options against the connection.

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Read on:

• Deactivating team members
• What about non-team members?
• Do non-team connections have to sign up to Workiro?
• Create a to-do for a team member
• Setting up team projects