Joining and creating WorkflowHub teams

Terminology

For a description about Teams, Spaces or Organizations, please visit What is a team

How to join a Team?

You can join Teams in one of 3 ways:

After initial registration you will be prompted to Join a Team

Request membership of existing Teams after your registration

Create your own Team

Join an existing Team

After registration

After registration, you will be prompted to either join or create a Team. When selecting to join, you can type to automatically search for the Team and candidates will appear which you can select. You can select up to 3 at one time. You can also browse, and join by requesting membership directly from a Team page (see below).

Once the Team(s) are selected, the process is the same as requesting membership directly from a Team page.

Requesting membership from the Team page

If a Team has an administrator, and you are not already a member - then a “request membership” button will appear on the Team page. You can browse, filter and search Teams from the Browse menu at the top of the page.

After clicking this button, the Team will automatically be selected, and you then need to provide your Organization. Start to type the name of your Organization, and existing options will be displayed that contain the text you type (or information related to the Organization such as city or country). Hopefully your Organization is found and you can just select it. If not, you can choose the top option to define a new one.

If describing a new Organization only the title is required, but you can also provide details about its website, city and country. You will also be able to edit and add additional information afterwards.

Finally also have the option to provide a comment to describe why you wish to join the Team. This is particularly important if you are not already known by the Team administrator.

Once submitted, the administrators of the Team will be notified and will either approve or reject your request, and you will be notified by email.

Creating a Team

You will first be prompted to create following registering a new account. If you are already a member and wish to add additional Teams, you can choose to create one from the Create menu in the top bar.

First a Space will need to be chosen or created. By default, the site managed Space is selected, but if unchecked there is an option to provide the title of a new one. If you already administer an existing Space, a dropdown box will be shown instead allowing you to select it. Only the title is required at this stage, but further details can be provided later once created.

You next need to define the Team. At a minimum a title is required, but you can also here provide a description and webpage. Once created you can edit and add additional details and add members.

You then need to define your Organization. Start to type the name of your Organization, and existing options will be displayed that contain the text you type (or information related to the Organization such as city or country). Hopefully your Organization is found and you can just select it. If not, you can choose the top option to define a new one.

Once submitted, relevant administrators will be notified who will then review and either accept or reject the new Team. If you are creating a new Team within your own Space, you can review and approve it immediately yourself

Approval

If you are creating a Team within a Space you administer, then there is no approval step. You will be shown a page to review the details and then can create straight away.

Otherwise, an appropriate administrator will be notified by email about your request. They will also be notified directly within WorkflowHub. The administrator will be shown a page that allows them to quickly review the details and either accept or reject the request, and in either case you will be notified by email. During the working day (according to the timezone of the member notified) this will normally be a quick process.