Getting started
Invite your team
Send workspace invites, help invited people join the right workspace, and track pending invites.
Who can invite
Workspace admins and team managers can invite people. When a team manager sends an invite, the new person is placed in that manager's department.
Send invites
- Click Team in the left menu.
- Click Invite to workspace.
- Type an email address. Click + Add more to add more people.
- Click Send invites ->.
Each person gets an email from Workclave. The new invites appear under Pending invites on the Members tab.
To send an invite email again, invite the same address again. Workclave updates the existing invite and sends a new email.
What the invited person does
- Open the invite email and go to the sign-up page.
- Sign up with the same email address that received the invite.
- Open the second email from Workclave and click Verify email. Do this before anything else.
- Check for the message “Email verified. Any pending workspace invites have been applied.”
- Click Continue to dashboard. You are now in the company workspace as a Member.
After sign-up, Workclave may show the setup steps. Do not click through them before you verify your email. Finishing the first step creates a new, separate workspace, and the invite can no longer be applied.
Invite work email addresses
Send invites to work email addresses. A person who signs up with a personal address, such as Gmail, gets a personal Explorer sandbox straight away. The invite cannot move them into your workspace.
An invite also cannot move a person who already belongs to another workspace.
After people join
- Assign each person to a department. See Departments and HODs.
- Promote department heads to HOD. HODs get the Team manager role.
- Add people to the projects they work on. See Projects.
Check pending invites
Go to Team and open the Members tab. Scroll to Pending invites. Each invite shows either “Pre-assigned:” with a department name, or “Will join as Member (unassigned)”.
The web app does not have a button to cancel a workspace invite yet.
Related articles
Workclave has three roles: Workspace admin, Team manager and Member. See what each role can do and how roles change.
People with your company email domain can ask to join your workspace. Admins approve or decline the requests.
See who is working right now, invite people, assign departments and promote HODs from one page.
Create departments, place each person in one department and choose a Head of Department (HOD).