Worka Team - Quick Setup Guide | Worka.com Help Center

Note: this guide is intended for real-estate and facilities administrators to setup a Team account and activate their employee experience in the Worka app.

Introduction

Setting up Team is simple. In just a few steps you can sign-up for Team, activate your account and invite your employees so they can leverage the Worka app for finding and booking workspace within the curated experience as defined by Team preferences.

This guide takes you through the steps required. There are three basic steps:

Activate your account
Set a payment method
Add your first users

This is the minimum required steps to get started but note additional recommended steps

Activate your account

Note: Account activation is performed by the first Organization Admin user invited to Worka. If you do not have access to the invite email contact help@worka.com

Using the link in the email to the first Organisation Admin user, logging on for the first time will trigger the account activation process. In this some basic company details are required to activate the account. They are:

Registered business address
Tax id (if applicable)
Billing email address (can be an admin user or shared inbox)
Review and acceptance of the Team platform subscription agreement.

Once completed the details have been provided, click continue.

Setting up payments

Adding a payment method is easy. Worka accepts a wide range of credit, debit and charge cards for payments for both the platform subscription and marketplace bookings. A single payment card can be used for both or different ones depending on your organisational needs.

You can add payment cards via two methods:

At the second step of account activation
Subsequently using Billing / Payment Methods

Tip: Adding a payment card during the account activation stage will automatically set the default payment method for both platform subscription and marketplace bookings.

Confirming your payment cards

You can check which payment cards will be used by Billing / Payment Methods

Add your first users

Once you have activated your Team account and added a payment method you can invite your first users.

You can do this by using 'Get Started' on the Workforce card on the Dashboard of navigating to Workforce / People.

You can add up to 50 users in one go by selecting 'Add Users' and entering their email addresses.

All user added to Worka will be assigned the default 'Workspace User' role meaning they will have the ability to Search, Browse, Book and Enquire workspace on the Worka app.

Tip: We recommended adding atleast one additional administrator to the account as part of the first user load so share future setup and maintenance tasks.

If you would like one or more user to also administer the Worka account in Team you will need to assign them with the Admin or Organization Admin role. see user roles

To add users automatically using an existing directory server see How do I set up a federated directory?

Have a Head Office or Workplace? (recommended)

If your business has owned or rented space and you want to manage it's bookable resources like desks and meeting rooms through Worka to leverage the power of space utilization reporting see How do I add my office space to Worka Team?