This page covers any issues a user may encounter when creating an account or signing up for Dotwork.

For users signing up for the first time, it's best to share the Quick Start page.

The primary way to invite users is through the Dotwork admin experience. You can invite users via email or invite users quickly through our Slack integration (coming soon). We cover both here:

To invite new users to your site and/or space, you will need to navigate to admin. You may not have access to admin. If that is the case, you will need to ask your administrator.

You can access admin by clicking 'Admin' button from the space landing page, or while you're in a space by either clicking on your user avatar in the top right:

Or by selecting the cog icon in the bottom left menu:

When you navigate to admin, by default you will be in the admin area for the space you navigated from. You can see the space in the top left. Special permissions are needed to access site settings.

On the left-hand side, you will see the space admin pages you have access to. To manage and invite users, you can click on the 'Users' menu options. Here you will be able to see all users with access to the space:

Clicking 'Invite Users' will allow you to invite users via email. You can invite multiple users at once and all invited users will receive emails alerting them that they have been invited to a new space in Dotwork. If the user is new, they will walk through the onboarding flow and sign up for Dotwork.

You will notice a dropdown next to the user's email. 'Default' means the user will be invited to Dotwork and the current space, but you can select more spaces to invite the user to at this time if you want them to have more access. You will only see spaces in this dropdown that you have admin access to.

Inviting users via Slack is much easier when you do not know people's individual emails throughout the organization.

When the Slack integration is set up and the permissions allow Dotwork to see Slack users within your organization, you then have the option to just search someone's name to invite them to Dotwork.

If the search is done through the Slack integration, an email will be sent to their email (that we receive through Slack).

Accounts in Dotwork are created in a few different ways:

We'll cover each of these in detail:

If you were invited by an existing user or Dotwork admin, you should see an email in your inbox from [email protected]. If you don't see it, it's helpful to search for that email or check your spam folder.

If you are signing up via SSO (recommended), you will sign up via your email provider or be signed in via a magic link.

If your site is configured to use a password for sign-up, then clicking the link will redirect you to a page where you will be asked to set up your password. Double-check that the URL you're navigating to ends in dotwork.app and remember that Dotwork will NEVER ask you to share your password.

When signing up from the landing page (for example, navigating from the Dotwork website, dotwork.com), you will be routed to the correct sign-in page for your organization. Make sure you are using your work email and not a personal email when signing up.

In general, it is recommended that you sign up with SSO via your email provider. If your organization has a custom domain, then your preferred method for sign-up will already be configured.

When you share a view that has broad access (anyone in your organization), this means that users who have not yet signed in to Dotwork will be able to quickly access your view, but they will need to sign up with their email.

When a user tries to access a view, they will be asked to sign in. If they do not have an existing account, they will be able to quickly sign up via SSO or magic link. With an email domain name that matches the organization, the user will be able to quickly sign up and view the shared view.

By default, this user will have view-only permissions until they complete the full sign-up workflow. They can do this by clicking the 'Sign up' link in the shared view, signing up from the Dotwork site, or by being invited to a site.

When signing up for the first time, you will be directed through the onboarding flow. Most users will only be asked to fill in basic information about themselves: Their name, their title, and their avatar image. This information is used for display purposes and for searching in Dotwork.

Some Dotwork environments have multiple sites, in which case the user, based on their email domain, may have access to multiple sites. If this is the case, a site selection will appear with any site matching that email domain. The user can choose which site they would like to join.

Users signing up as the first admin on a brand new site should read the Initial Site Setup page.