Everyone
Getting started
Create an account, join a team, and open the workspace.
Worklexia helps teams work through cross-border employment rules in the EU and the United Kingdom. You belong to an organization — a company or team. An organization is the boundary around the work: questions, files, invites, and the plan stay inside it. A person in another organization cannot open them.
This chapter is for anyone who is new. Later chapters go deeper for members, admins, consultants, knowledge editors, and platform admins.
Create your account
On the Create your account page you enter three things: your full name, your work email, and a password of at least eight characters. Then choose Create account.
| Control | What it does |
|---|---|
| Full name | How teammates see you in the organization. |
| How you sign in, and where we send the confirmation link. | |
| Password | At least eight characters. Keep it private. |
| Create account | Sends the confirmation email. |
| Sign in | Use this if you already have an account. |
Tutorial: First-time sign-up
- Open Create your account.
- Type your name, work email, and a password.
- Choose Create account.
- Open the confirmation email and follow the link.
- If nobody invited you, you will create an organization next. If you were invited, you will land on the invitation page.
Confirm your email
After you create an account we show: “Check your inbox — we sent a verification link.” The link proves the inbox is yours. Open that email and follow the link. Until you confirm, the workspace stays closed, even if the password is right. Use the same device you will use for Worklexia when you can, so the confirmation and the later sign-in stay together.
If the email is missing, look in junk or spam. You can also try Create your account again with the same address.
Create or join an organization
You either create an organization, or you join one with an invitation. Creating one is for the first person from the company. Joining is for everyone who was invited.
If you are the first person from your company, you see Create your organization after you confirm your email.
| Control | What it does |
|---|---|
| Organization name | The name your team will recognize, such as the company name. |
| Home country | The country Advisory starts from. It is the first Country context on a new question, not a lock: a question can name another country. An admin can change this later. |
| Default currency | The money unit the organization prefers: euro, pound, krona, or zloty. It labels amounts for the team. It does not convert prices or change what a plan costs. |
| Create organization | Makes you the first admin and opens the workspace. |
Admin
If you create the organization
You become its first admin. You can invite people, choose a plan, and change the name or home country. See Organization and Choose a plan.
Accept an invitation
An admin sends an invite to your email. The message includes a Join your team link, and the link lasts seven days. While the invite is pending it uses one seat on the plan, the same as a person who has already joined. If you do not have an account yet, create one with that same email first. If you already have one, sign in, then choose Accept invitation and Go to your workspace. An account with a different email cannot accept the invite.
Example
Alex is invited as a member. Alex creates an account with the same email, opens the invite link, accepts, and lands in the workspace. Alex can ask questions and upload files, but cannot change the plan or invite others.
A broken or expired invite shows a message to ask your organization admin for a new one. Admins send invites from Members and invites.
Sign in and sign out
Use Sign in with the same email and password. After you sign in you arrive in the workspace, unless you still need to create an organization.
| Control | What it does |
|---|---|
| Email and Password | The details you chose when you created the account. |
| Sign in | Opens the workspace. |
| Create account | Start a new account. |
| Forgot password? | Send a reset email. See the next section. |
| Sign out | In the top bar of the workspace. Ends your session on this browser. |
Reset your password
- On Sign in, choose Forgot password?
- Enter your email and send the reset message.
- Open the email and follow the link to Choose a new password.
- Save the new password and sign in.
When you are in, start with Your workspace or jump to the chapter for your role.