Create new team/workspace

Create a new team/workspace

To create a new team or workspace in Worklenz, follow these steps:

1. Click on the Profile icon on the top right menu bar.
2. Select Admin Center.
3. Go to the Teams section.
4. Click the Add Team button.
5. Give a name to your team and click Create.

Adding members to your new team

Once your team is created, you can add members by following these steps:

1. Navigate to Settings > Team Members.
2. Click the Add New Member button.

You will have two options to add members:

Invite with email

• Add one or more email addresses of the members you want to invite.
• Set the access level for each member (Member, Admin, or Team Lead).
• Click Send Invitation.
• Invited members will receive an invitation email and can join the team by completing the sign-up process.

Invite with link

• Click the Create Link button to generate an invite link.
• Copy the generated link and share it with others through any preferred method (email, messaging apps, etc.).
• Anyone with the link can join the team by signing up if they don’t have a Worklenz account, or by signing in with their existing Worklenz account.

Note: Members will be added to the currently active team, which is shown on the top menu bar on the right side. The active team is marked with a green check mark in the team dropdown.

You can also invite members to your team directly from the top navigation bar. See Add/invite new member to team for more details.