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
- 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.
- Check your email and open the confirmation link on the same device. Email confirmation is required before you can sign in.
- 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.
Still stuck? Talk to us and we’ll help you sort it out.