How to create an admin account in Workfolio?


Last Update 2 months ago

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. 

Invite your team members:

Now, click on the Add Users button to invite your team members to Workfolio. Refer to this article for help

If you need additional help, feel free to contact support or send us a mail to [email protected]

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