Help / guide 01

Create or join a workspace

Choose the correct path for a new company, an employee company code, a leadership access code, or an email-bound invitation.

For

Workspace creators and invited members

  1. 01

    Start at signup or your invitation

    A company representative can create a new workspace. Existing teams can share a company code, a leadership access code, or a secure invitation link; codes remain available as delivery and bootstrap fallbacks.

  2. 02

    Use the matching join path

    Employee and leadership codes grant different roles. An invitation is bound to its intended email address, shows the workspace before acceptance, and can add another workspace to an existing WorkOS account.

  3. 03

    Resume activation

    After verification or invitation acceptance, the dashboard derives a role-aware checklist from workspace facts and the member’s own saved preferences. Optional billing and calendar work does not block core completion.

Related guides

Account accessBilling and cancellation