Welcome to Worksuite! This guide walks you through everything you need to do to register your account and complete onboarding so you're ready to receive work and get paid.
Worksuite is the platform your client uses to manage your contract, onboarding, work assignments, and payments. If you have questions about the work itself — like project details, task availability, or your start date — contact your client directly. Worksuite Support is here to help with technical platform questions.Step 1: Register Your Account
To get started, you'll receive an invitation email from Worksuite with a unique registration link. Click that link to create your account. You'll be asked to provide:
- First name and Last name — Use your legal name, as it appears on your government-issued ID. This will appear in your agreements, tax forms, and payment records.
- Password — If the form asks for one, choose something secure. You can reset it at any time from the login page.
Then click Accept invitation. The email address the invitation was sent to becomes your login. If you have trouble registering, see Can't Register or Didn't Get Your Verification Code?.
If you'd like to register as a company (LLC, corporation, etc.) but don't see that option, contact your client. They can update your account type on their end.Step 2: Complete Your Onboarding
After registering, you'll be guided through an onboarding workflow — a series of steps your client has configured to collect the information they need from you. Every client's workflow is different, but common steps include:
- Profile information (skills, bio, availability, portfolio)
- Compliance documents (background check, insurance, certifications)
- Agreements and contracts to review and sign
- Banking and tax information for payments
- Identity verification (if required by your client)
The onboarding card on your Dashboard shows which stage you're on and how far you are through the workflow. Fill in each stage, then click the main button at the bottom of it (for example Submit or Continue) to move on to the next one. Some stages are checked by your client first. While they check, your dashboard shows "Your data is now being processed internally".
Some clients don't let you submit invoices or receive payments until your onboarding is complete. If you're unsure whether your onboarding is finished, check the onboarding card on your Dashboard. It shows how many stages you've completed. When every stage is complete, your onboarding is finished.
Step 3: Sign Your Agreements
Most onboarding workflows include one or more agreements to sign electronically. If an agreement has the wrong details, or you want to know what its status means, see How to Find, Sign, and Fix Your Agreements. Here's what to expect:
- Open the Sign agreements stage in your onboarding and click Preview and sign next to the agreement.
- Read the agreement thoroughly before signing — it's a legal document.
- Fill in any required text fields as indicated.
- Click the signature field and draw or type your full legal name.
- Finish signing in the signing window, then click Continue (or Submit) to move to the next stage.
You'll receive a confirmation email with a copy of your signed agreement for your records.
If you have questions about the content of an agreement before signing, contact your client — they set the terms. For help with the signing process itself, contact Worksuite Support.Step 4: Set Up Your Payment Information
To receive payments, you'll need to complete the banking and tax sections of your onboarding. These are required before any invoices can be processed. You'll be asked to:
- Enter your bank account or payment method details
- Submit your tax form (W-9 for US freelancers, W-8BEN for international)
Make sure your banking information is accurate. Incorrect details can delay or fail your payments.
After You Complete Onboarding
Some onboarding workflows include stages your client completes, such as reviewing your documents. While they work on one, your dashboard shows "Your data is now being processed internally". This can take from a few hours to a few business days, depending on your client.
When every stage is complete, your client can start assigning you tasks and projects through the platform.
Task assignments are made by your client, not by Worksuite. If you've completed onboarding but you haven't received a task yet, reach out to your client directly from Messages in the side menu.Common Questions
I didn't receive a registration email
Check your spam or junk folder. If you still can't find it, contact your client. They send the invitation and can resend it. For other reasons emails don't arrive, see I'm Not Receiving Emails from Worksuite. If the link has expired, click Request a new link on the page that opens, or ask your client to resend the invitation. If you work with more than one client on Worksuite, or can't tell which email or login page to use, see I Can't Log In: Which Email and Login Page Should I Use?.
I'm stuck on a specific onboarding stage
Check My Onboarding Still Shows as Incomplete for step-by-step help with common issues. If you're still stuck, contact Worksuite Support with a description of what stage you're on and what you're seeing.
I need to update my email address or reset my password
You can reset your password from the login page by clicking Reset password (or Setup password). To change your login email, open Settings, click Account, then click Change email address. For the full steps, see How to Update Your Profile, Email Address and Password.
I want to delete my Worksuite account
To delete your account, open Settings, click Account, click Delete your account, choose a Reason for leaving and click Delete. This sends a deletion request, and you'll see a message that your account will be deleted within the next 2–3 business days. Invoices that haven't been paid yet can hold up the request until they're settled. Please note that deleting your account will remove your profile and payment history permanently. See How to Close or Delete Your Account.
Support/Resources
Still have questions about registration and onboarding? Click Support in the bottom-left corner of Worksuite to contact our Support team, or email support@worksuite.com.
For questions about your work, projects or rates, message your client from Messages in Worksuite.