Setting up your account

There are two ways to work in Workback. You can use it on your own (optionally with outside collaborators), or set it up for a whole team.

Working on your own

If you are a freelancer or working only with outside collaborators, you do not need to set up a team. Create your projects in My Library, then open a project and use the Members button at the top right to add collaborators by email. For view-only access, send a read-only share link instead.

Working as a team

If you are an agency or production company, set up your workspace first:

1. Open Settings.

2. On the Workspace tab, set your Workspace name (shown in the sidebar and on shared calendars) and your Workspace URL.

3. Upload your Workspace logo for light and dark mode on the same tab.

4. On the Team tab, invite people by email and set each one as an Admin or Editor.

Team members vs. collaborators

Team members join your whole Workback workspace. They share the same Team Library and are billed as seats on the workspace owner's account. Collaborators are added to a single project at a time. Even as part of a team, you can still create private projects in My Library that only you (and anyone you add to that specific project) can see.