So, you've been invited to join a team in Workiro. It's simple to get up and running.
If you don't yet have a Workiro account...
- Check your email for your invitation and follow the simple steps to create your account.
If you already have a Workiro account...
- Check your email for your invitation and sign in to your account
- Open your invitation from the main app navigation
- Review the invitation and choose to 'Accept and join'
- You will be signed out, and your account, and any associated data, will be migrated to the team
Your data is migrated as follows:
| Data type | Migrated | Notes |
|---|---|---|
| Connections | ✅ | |
| - Relationship types | no | |
| Threads | ✅ | Team access off* |
| - Participants | ✅ | |
| - Attachments | ✅ | |
| - Related connections | no | |
| Documents | ✅ | All versions, Team access off* |
| Tags (Private) | ✅ | |
| Projects | no | |
| Templates | no |
*Team owners can always access their team members' data
Troubleshooting
Under certain circumstances, you may encounter an error when trying to join a team, for example:
- An issue was encountered on collecting payment for your license
- The team owner will be notified of an issue. Please try again once it's solved.
- You paid for your own account before accepting the invitation
- Please contact support and we'll help get things straightened out.
- You are already a member of another team
- You can't (currently) use the same email address to sign in to multiple teams. The team owner will need to invite you using a different email address.
Learn about teams in more detail: