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Create your organization and invite your team

Sign up, set up your organization, and bring in admins, editors and viewers.

Everything in wrkflow belongs to an organization: its surveys, contacts, results and the people who work on them. You can belong to more than one.

Create your account

  1. Open sign up and enter your name, work email and a password of at least 10 characters, with upper and lowercase letters and a number.
  2. Check your email and open the confirmation link on the same device. Email confirmation is required before you can sign in.
  3. Name your organization and choose its URL. Use lowercase letters, numbers and hyphens. You can change it later. You become its owner.

Invite your team

Open Settings → Members, choose Invite members, and add email addresses separated by commas or new lines, up to 50 at a time, with a role for all of them. Each person gets an email with a link that works once and expires in 7 days.

  • Owner: full control, including billing, security and deleting the organization. Only an owner can invite another owner.
  • Admin: manages members, invitations and organization settings, as well as surveys.
  • Editor: creates and edits surveys and contacts, and invites survey participants.
  • Viewer: sees surveys, results and contacts, without changing them.
If email isn't set up for your workspace yet, the invite dialog shows a copyable link instead of sending one, so you can share it yourself. Resend on a pending invitation issues a fresh link and retires the old one; Revoke cancels it outright.

Still stuck? Talk to us and we’ll help you sort it out.