Updating or removing connections

Team members can update a connection's name or add / edit an email address to a connection that doesn't have one yet simply by choosing to edit the connection's profile.

In this guide

• Permissions
• Edit a connection
• Update a connection name and notes
• Add an email address
• Update an email address
• Update relationships
• Update team access restrictions
• Hiding connections
• Updating or deactivating team members

Permissions

Team members can edit connections with the exception of setting access restrictions

Edit a connection

• Navigate to the connection
• Choose to view the connection's 'Profile' from the menu

• From the profile screen use the menu to Edit the connection

Update a connection name and notes

The connection name and notes fields can be updated simply by typing in the existing fields and saving the changes.

Add an email address

For people connections you may optionally include an email address. This allows you to add them as participants on threads. Note that simply adding an email address for a connection here doesn't notify them or invite them to Workiro.

Update an email address

Team members can also update the email address for a person, with a couple of caveats...

• They haven't interacted with you, or anyone on your team, via Workiro.
• There are no outstanding signature threads to which they are assigned.

ℹ️ To preserve data and account integrity, if a connection has interacted with you, or a member of your team, via Workiro, you cannot change their email address. An interaction, such as viewing a thread, requires the connection to accept Workiro terms and conditions, therefore changes to their email must be made by them. 

There are two options available to you.

• Ask the connection to update their own email address
• Create a new connection using the new email address and, if appropriate, hide the old connection. 

Update relationships

Relationship and their properties can be updated using the familiar '+' control

Update team access restrictions

Team owners can use the Team Access control to restrict access to a connection to certain groups of team members

• The default is 'Team Access - All'

• Click the control to open the Team Access screen and notice that 'All Team Members' have access.

'Check None' then select only the groups you want to retain access and apply your changes.

• Notice that the control now displays 'Team Access - Restricted' and you can save changes to the connection.

Hiding connections

If you wish to remove a connection (non team member) from your connections list, because you are either no longer working with them or added them by mistake, you can simply hide this connection.

Updating or deactivating team members

Team owners can update team members name, role and email address in addition to deactivating team members.