How to create an admin account in Workfolio?
Last Update vor 2 Jahren
Hello, Welcome to Workfolio.
Here are the 4 simple steps to create an admin account in workfolio
Step 1: Create an admin account
Enter your name, email id and password for the new workfolio account
Step 2: Add your company details
Add the name of your company and choose the tracking features you want. You can change the settings later.
Step 3: Create Teams
You can create teams as per your requirement. From the given team list, you can rename the team name as per your wish. Click on "Add another team" to add a new team. If you don't want any teams from the given list, click on the "Remove Team" button.
Step 4: What to do Next?
Congrats, All set. now you have configured your company and teams in the workfolio. Now click on the "Take me to invite members" button to add/invite members to your teams.
If you need additional help, feel free to contact support or send us a mail to [email protected]