What To Do When You’re Invited to a Unito Workspace

You've just received an invitation to Unito, but you're not sure what to do with it? No problem. 

Table of contents:

How to join a Unito workspace

So you've been invited to a Unito workspace, and you're ready to achieve better collaboration. That's great! Let's go through what will happen when you join Unito.

How to join a Unito workspace

The first thing you need to do is click on the invitation link you received by email. Once you do, you'll be taken to the signup screen.

You can choose to sign up with your email address or with an account for one of our integrations. Once you've signed up, you'll see this screen.

Click on Join workspace, and you'll be taken to your Unito workspace! If the person inviting you has already created a few Unito flows, you'll see something like this.

Otherwise, you'll be taken right to our quick-start walkthrough, where you can create your workspace's first Unito flow!

Now, let's go over some of the most common first steps you might want to take when you're invited to a Unito workspace.

Creating a new flow

We have a complete guide to creating your first flow, but here's a basic breakdown of what you can expect:

  • Connect your tools: Add your tool accounts to Unito so we can start integrating them.

  • Set flow direction: By default, Unito syncs information back and forth between tools, but you can also make this a one-way relationship.

  • Build rules: With rules, you can control the flow of information between tools.

  • Customize field mappings: Unito automatically maps similar fields across tools, but you can tailor these mappings to your use case.

That's all you need to know! You can always go back to your flow to fine-tune it later, so feel free to test things out.

Editing an existing flow

Maybe the person who invited you has already created all the flows your workspace needs, but they need you to double-check a few things. No problem! Start from the flow list.

Next, go to the flow you want to edit and click on the three little dots.

Click on Edit.

You'll see an overview of the flow here, and you can make changes to any aspect of the flow. Say you wanted to adjust the flows' rules. All you need to do is click on the pencil to the right of the Rules created line.

And you'll be taken to the rules screen.

Make the changes you need to, go back to the overview, hit Save, and you're done.

Checking billing information

You might not be the one creating flows; just the one paying for them. No problem! Click on the avatar at the top right of the screen.

You'll get this dropdown.

Just click on Pricing.

If your workspace is still on a trial, you'll be able to pick your plan here and set up payment. If you've already chosen a plan, you'll see your billing information here.

It's that simple.

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