Set Up Your WorkLLM Account and Organization

Configure your WorkLLM organization, invite team members, assign Admin, Member, or Viewer roles, manage billing, and control workspace access.

When you create a WorkLLM account, you’re not just setting up a personal profile — you’re creating an organization that becomes your team’s shared AI workspace. This page walks you through configuring your organization, bringing colleagues in, and making sure everyone has the right level of access from day one.

Create your account

If you haven’t signed up yet, go to workllm.io/sign-up to get started.

Email and password

1. Enter your details

   Provide your full name and work email address, then set a password. Use your company email — WorkLLM uses your domain to recognize teammates who sign up later.

2. Verify your email

   Check your inbox for a verification email from WorkLLM and click the confirmation link.

3. Name your organization

   Enter your organization name. This appears in your workspace header and in all team-facing views. Choose something your colleagues will recognize.

Google SSO

1. Click Continue with Google

   On the sign-up page, select Continue with Google and choose your work Google account.

2. Authorize WorkLLM

   Review the permissions WorkLLM requests and click Allow. No password is needed — Google handles authentication.

3. Name your organization

   Enter your organization name to complete setup. WorkLLM links your Google domain to your organization automatically.

Sign up with your company email address, not a personal one.

Configure your organization

After signing in, open Settings from the left sidebar to configure your organization’s basic details.

1. Set your organization's name

   Go to Settings → Workspace Profile. Update your organization name if needed — this is what team members see when they’re invited or switch between workspaces.

2. Add Organization context for AI

   Upload key documents or add links that represent your organization, such as:

   • Brand guidelines
   • Mission and vision
   • Product or company documentation
   • Internal knowledge resources

   You can do this under Settings → Workspace Profile → Files & Links.

   This information is used by WorkLLM to provide more accurate, consistent, and context-aware responses across your workspace.

Invite team members

WorkLLM is most powerful when your whole team is in the workspace. You can invite members at any time from Settings → Members.

1. Open the Members page

   Click Settings in the left sidebar, then select Members.

2. Invite by email

   Click Invite Member. Enter one or more email addresses — separated by commas — and choose a role for each invitee.

3. Send the invitations

   Click Send Invites. Each invitee receives an email with a join link. Once they accept, they appear as active members in your workspace.

Invited members appear under Pending Invitations until they accept. You can resend or revoke a pending invitation at any time from the same page.

Understand roles

Every member of your organization is assigned one of the two roles. Choose the role that reflects what each person needs to do.

Admin

Full access to the workspace, including Settings, member management, billing, integrations, and all AI features. Assign this role to workspace owners and IT administrators.

Member

Standard access to all AI features — chat, documents, assistants, agents, and shared threads. Cannot access billing or organization settings. Suitable for most team members.

Only Admins can change member roles, revoke access, or modify organization settings. Make sure at least two people in your organization hold the Admin role to avoid being locked out.

Manage access

You can update roles, suspend members, or revoke access from Settings → Members at any time.

Change a member's role

Find the member in the Members list. Click the role badge next to their name and select a new role from the dropdown. The change takes effect immediately.

Revoke a member's access

Click the … menu next to a member’s name and select Remove Member. The member loses access to the workspace immediately. Their past contributions to shared threads remain visible to the team.

Cancel a pending invitation

Under the Pending Invitations section, find the invitation you want to cancel and click Revoke. The join link in the original email becomes invalid.

Re-invite a former member

Removed members are not automatically blocked from re-joining. Send a new invitation from Settings → Members → Invite Member and assign a role as you normally would.

Set up billing

To keep your workspace active past the trial period, add a payment method and choose a subscription plan.

1. Open billing settings

   Go to Settings → Billing. You’ll see your current plan, usage summary, and billing details.

2. Choose or confirm your plan

   Review the available plans and select the one that fits your team size and usage needs. Plan features and seat limits are shown on the billing page.

3. Confirm and subscribe

   Click Subscribe to activate your plan. You’ll receive a confirmation email with your receipt and plan details.

Upgrade or change plans

To upgrade your plan or switch to a different tier, go to Settings → Billing → Change Plan. Select the new plan and confirm. The change takes effect immediately, and you’re billed on a prorated basis for the remainder of the current period.

Annual plans include a discount compared to monthly billing. If your team’s usage has stabilized, switching to an annual plan is a straightforward way to reduce cost.

Only Admins can view or modify billing settings. If you don’t see the Billing option in Settings, ask your workspace Admin for access.