Adding a new user or license to your Workiro account is a straightforward process that can be completed in just a few steps. This guide will walk you through the process, explain how billing works, and provide special instructions for Virtual Cabinet customers.
Step 1: Navigate to the team section
To begin adding a new user, as a Team Owner head to the Team section within your Workiro settings. If you see a message such as "10 of 10 licences in use", continue with the next steps as you will be able to add an additional licence yourself.
Step 2: Click on invite new team member
Once in the Team section, click on Invite New Team Member.
Step 3: Enter the new user's information
In the invitation form, type in the details of who you want the new team member to be.
Step 4: Review license availability
Once the details have been entered in, the system will automatically notify you about your license status:
- If you have Unused Licences available, you will not be charged to add this user
- If you do not have any Unused Licences left, Workiro will let you know you will be invoiced for the additional user on a prorated basis.
Step 5: Complete the invitation
Once you confirm the addition, the new user will be sent an email invitation containing a secure link that will guide them through creating their Workiro account and joining your team.
Special instructions for Virtual Cabinet customers
If you are a Virtual Cabinet customer and pay for your Workiro subscription through your VC invoice, the process is different. Please contact your account manager who will handle the process for you.
Need help? Contact your Workiro Customer Success Manager or support team for assistance with adding users or managing licenses.