A Workchute identity belongs to exactly one party. A party can have an owner and multiple invited users, while the party—not an individual coworker—holds its marketplace profile, addresses, jobs, bids, conversations, and reviews. A party can both post work and provide services; there is no customer/vendor account switch.
Public profiles and their published reviews are viewable while signed out. The rating beside a job poster's name uses the same published reviews shown on that party's profile. Reviews received as both a customer and a vendor count.
The notification bell and account button change colours when you hover over them. Clicking restores their normal colours; the account button opens your menu.
Appearance
Workchute uses a light appearance across marketplace pages, Help, sign-in, and emails. There is no appearance switch. A previously saved dark appearance choice does not change the current design or prevent the page from loading.
Settings
Messages confirming a Settings or profile action, including an Instagram connection result, appear once in the browser session that performed it. Refreshing the page does not repeat the message or the action. Current settings and any fields that still need correction remain visible.
When your party has no active paid plan or trial, the top-right account menu includes Upgrade to paid plan. It opens the plan page; only the owner can manage billing. The link stays hidden during paid/trial access, including a cancelled subscription's remaining paid period. You can also reach the plan through Settings → Paid features → Manage plan.
Open Settings from the account menu. The page groups personal controls for Language and timezone, Notifications, and Security. Paid features groups category alerts, Instagram — Pro, and Team, with unavailable paid controls shown disabled. The owner additionally sees shared Addresses and Ownership controls. Use the section links to jump within Settings; the current section is highlighted as you scroll. On wider screens these links sit to the left of the settings.
Changing language or timezone affects only the signed-in user. Notification preferences, dashboard state, presence, legal acceptance, and unread state are personal too. Workchute currently has no customer controls for changing username or email, deleting the account, switching among parties, or making a profile private.
Team access
An active card trial or paid subscription is required to invite and use additional team members. When that access ends, every non-owner loses party workspace, chat, bid, and dashboard access. Accounts and records are retained, not deleted. The owner keeps free marketplace access, billing, member removal, and invitation cancellation. Renewing restores only subscription-disabled access; it never undoes a separate removal or security restriction.
The owner sees enabled members and pending invitations in Team. The owner can invite by email, resend or cancel a pending invitation, change a member's access, or remove a member. Other active members see only a summary of their own effective access; they cannot inspect or manage the roster.
Workchute keeps the permission choices deliberately small:
Read-only can read all party jobs, bids, conversations, committed media, and entitled addresses, and can manage personal settings and unread state.
Chat adds starting eligible conversations, replying in party threads, and sending PDFs.
Bid + chat adds creating, updating, withdrawing, and resuming outgoing party bids.
Manage jobs is an independent choice that adds job and draft management, AI drafting, job pictures, incoming-bid decisions, exact-address sharing, closure and completion work, and reviews.
The Owner has every capability and alone manages the party profile, generic addresses, services, subscriptions, Team, and ownership.
An invitation expires after 24 hours and can be used once. From the invitation page, the recipient chooses Create account when the invited email still needs sign-in credentials or Sign in when those credentials already exist, then authenticates freshly with the exact verified invited email and confirms any missing personal name, language, timezone, and current legal agreement. A user already attached to another party cannot be invited: the immediate response stays generic and does not state the reason, but Workchute creates no pending invitation and sends no invitation email. Only eligible invitations appear in the pending list. A removed user can return only through a new invitation to the same party; Workchute never moves that user to another party.
Access changes take effect immediately. Removing a member requires recent authentication, disables the membership, clears its grants, and revokes that user's sessions. The owner cannot remove themself through the member-removal control.
Saved addresses
Addresses belong to the current party and ordinary address management is owner-only. Use Add address and the single visible lookup field; Workchute keeps normalized location fields behind the form. To keep your exact property private, choose a verified city with its province or state and country; no street or postal code is required for this profile location. A city can be Head office, and subscriptions measure distance from its approximate center once location processing finishes. Jobs still need a complete address or complete supported postal or ZIP value, even when using saved locations. A supported postal- or ZIP-only entry may be accepted as a coarse address, but it does not always have the same distance-matching readiness as a completed street address.
From the address list you can:
choose or correct the property type; a new dropdown selection saves automatically;
replace an address while preserving its references where allowed;
select removable rows and use Delete selected.
Head office and subscription-origin rows cannot be deleted while still in use. Move or clear the relevant reference first. Address processing can remain pending or become blocked; the page is the authority for its current state.
My Profile
My Profile is the owner-only editing surface. The party name, rather than a generic My Profile label, is the page heading. The page can change:
party name;
profile picture and banner;
About Us and Qualifications;
service categories;
Head office, chosen from saved addresses.
Choose Edit to edit the existing sections in place. Valid changes save automatically. Saving… and Saved show progress; if saving fails, your edits stay in place and Retry tries again. Done waits for saves and returns to the profile display. Service removal and image removal are available while editing. With JavaScript disabled, use the section Save buttons before choosing Done. Clicking a service tag opens Marketplace filtered to that category.
Use the square pencil button on your profile picture or banner to choose an image. With JavaScript, a selected valid file uploads immediately; otherwise choose the Save picture button that appears after selecting a file. When profile media is available, the upload controls accept the image types and size shown by the form. Workchute stores originals privately and publishes processed derivatives or a deterministic fallback. If it is not available, My Profile says that profile media is temporarily unavailable and keeps the remaining profile editors usable.
Your existing image stays visible until a replacement is ready. Workchute can finish an interrupted upload in the background; refresh My Profile to check the result. A newer accepted upload takes priority over an older one. Removing an image also cancels earlier uploads that have not finished. Removal stops Workchute displaying the image and queues its stored files for deletion; copies already cached by a browser or delivery network may remain until they expire.
Adding a service from the searchable catalog saves that committed choice when the enhanced control is available; each saved service tag has its own remove action. The ordinary Add service and remove forms remain available without the enhancement.
The owner and public views share the banner, portrait, party-name heading, published reputation, About Us, Qualifications, services, coarse location and reviews. The anchor sections retain truthful empty states. Editing controls are available only to the authorized owner.
The map uses an independently resolved city or postal area. It never pins a private Head office address or reveals precise private coordinates. A newly saved location may show pending processing; unavailable locations say so. An older profile may need its Head office saved again to request this public area. Private contact details, account identity and original media stay private.
Published reviews show the reviewer's name, stars, date, text, job title and service categories. Job titles and categories are static information with no job-detail links. Category names follow the current catalog, including renames. Choose Newest or Oldest to sort immediately. With JavaScript disabled, choose the order and then Sort reviews. Load more reviews reports the actual number remaining. The joining year and rating use recorded profile information.
Settings uses a vertical section navigation beside its controls on larger screens and above them on smaller screens. Select a section to reach its settings; the current section remains marked as you scroll.
Instagram widget
The party owner can set up Instagram under Settings → Paid features → Instagram — Pro. A Pro plan or active trial is required. Without that access, connecting is unavailable with a Pro-only notice. Other members cannot change the party's Instagram connection.
Connect a professional Instagram account, either business or creator, with public posts and embedding enabled. Personal Instagram accounts are not supported. Use Connect, then continue on Instagram to authorize access. Workchute does not ask for your Instagram password on its own page. If connections are temporarily unavailable, setup must wait until the service becomes available.
If your Workchute session expires while connecting, choose Sign in again. After signing in, return to Instagram settings and start a new connection.
The widget appears below Location on My Profile and the public profile. It shows one post at a time, beginning with the newest and cycling toward older posts in a selection of up to 12 recent posts. Pinned posts do not receive special priority. Next post advances immediately; Pause stops automatic rotation and Resume starts it again. Rotation pauses while you interact with the widget and starts paused when your device requests reduced motion.
Posts rotate every 15 seconds; there is no timing configuration in Settings. New posts are checked periodically, so publishing on Instagram may not appear immediately on Workchute. On a narrow screen, or when Instagram cannot load the embed, use the selected post's link to open it on Instagram.
With no connection or no available posts, the profile shows no Instagram section and reserves no space for it. The widget also disappears when Pro access ends, the connection expires or needs reconnection, or its posts can no longer be refreshed. Use Connect when renewed authorization is needed. Renewing Pro access alone cannot repair an expired Instagram connection.
The owner can use Disconnect even after Pro access ends. This removes the connection and stored posts from Workchute; it does not delete posts or the account on Instagram. Removing Workchute's access through Instagram also stops the connection once that change reaches Workchute.
If an Instagram data-removal request gives you a Workchute confirmation link, open it to see that the connection and stored posts associated with that request were removed. The confirmation concerns Workchute's stored Instagram data; it does not mean the Instagram account or its posts were deleted.
Notification preferences and inbox
Notification rows and channels are loaded from the current environment for the signed-in user. Each channel button shows its saved On or Off state; activating it requests the opposite state and saves through the form. Toggle an available channel, or use Disable marketing notifications or Disable all notifications. One coworker's preference or online presence cannot suppress another member's delivery. A preference says whether delivery is wanted; it does not prove that an email, push, or other provider is currently available.
Enabled chat and bid alerts arrive as they happen; use their channel switches to turn them on or off. Lead notifications, also available in Lead settings, controls matching-job instant email and the existing daily summary. The Email channel is the master email switch. Instant matching-job alerts require paid or trial access; free in-app Lead alerts arrive at the daily summary time.
Lead timing checkboxes save as soon as they change. A failed save keeps the choices visible and offers Retry. Without JavaScript, use Save lead notifications. Owners can use Edit lead categories in Settings to go directly to that section in Leads → Lead settings. The desktop Settings navigation stays in view as you scroll. On small screens it remains above the sections. Adding an address or service preserves your place in the page.
Paid plan and billing
The current party owner opens Manage plan from Paid features. Choose monthly or annual billing; both include the same software features. Review the actual price, taxes, any annual discount, and renewal terms in hosted checkout before confirming. Eligible parties receive a one-time, card-required 30-day trial. It renews automatically unless cancelled. Returning from checkout alone does not activate paid features; confirmation must finish first.
Owners may also open the plan page while completing onboarding. Upgrade plan saves the current valid checkpoint before leaving setup; there is no completed-profile prerequisite. When this journey started in setup, Resume setup returns to the saved form after checkout return or cancellation. It does not imply that checkout succeeded or that paid access has started.
While payment or trial confirmation is pending, Workchute keeps you on a processing screen with a spinning progress indicator. It checks automatically for up to two minutes. The usual navigation and account menu appear when your paid-feature access is confirmed.
After confirmation, the page says You're successfully signed up and confirms that paid-feature access is active. Choose Set up your paid features to configure alerts, categories, and Team access, or View your plan and billing to manage the subscription.
If confirmation takes longer, the progress indicator and automatic checks stop. Use Check signup status to check again shortly, or Return to Workchute to leave the processing screen; you do not need to repeat checkout. The status link also works without JavaScript, when automatic checking and the spinner are unavailable. The progress indicator stays still if you prefer reduced motion.
Use Manage billing and cancellation to manage the subscription. Cancellation stops future renewal but preserves access through the verified trial or paid period. Payment failure and an unpaid trial ending have no additional grace period. A refund also cancels future renewal without shortening the already granted period. Test billing is clearly labelled and does not create live charges.
If your party uses simulated billing, checkout shows Confirm simulated checkout. Confirm the simulated card checkbox and submit to activate the eligible trial or simulated paid period; never enter real card details. Leaving that page does not confirm anything. Manage simulated subscription offers Cancel simulated renewal, while keeping the current access deadline.
Members cannot start checkout or manage billing. After team access ends, their plan page asks them to contact the owner and retains password reset, sign out, Terms, and Privacy links without displaying party data.
The Notifications page shows bounded history and safe Workchute destinations. Opening the page can acknowledge only the events it displayed. There is no visible per-row or mark-all-read control. SMS is not a current channel.
Password and logout
Reset password starts the identity provider's recovery flow for the current verified email. Workchute does not ask for or store the replacement password on its own page. Sign out ends the Workchute session and returns you home through the identity provider without a separate confirmation during ordinary sign-out. If the browser's sign-in state is missing or has changed, the provider may ask you to finish signing out.
Transfer ownership
Ownership transfer is a high-consequence operation. The current owner supplies the recipient email and uses Send ownership invitation. The owner does not need to sign in again to send or cancel the invitation. The immediate result is generic and does not state whether an account or party association caused a rejection. If the ownership controls are absent, invitation delivery is temporarily unavailable and no transfer invitation can be sent until the controls return. That state does not prove that the party has no current owner. A pending invitation can be cancelled from Settings.
The owner must choose the outgoing owner's Read-only, Chat, or Bid + chat access and whether they keep Manage jobs. The recipient must use the invitation in the intended browser flow, choose Create account or Sign in, authenticate freshly with the exact verified invited email, and explicitly accept. The target may be an eligible user from the same party or someone who has not signed up. An external target confirms only their personal name, language, timezone, and current legal agreement—not the party's onboarding profile. An email already reserved by another party produces the same generic immediate result, without naming the reason or creating or delivering a transfer invitation.
A successful transfer atomically gives ownership to the recipient, keeps the outgoing owner enabled with the selected access, revokes both users' sessions, and cancels pending Team invitations authorized by the former owner. One user's legal receipt never satisfies another user's agreement gate.
Choosing Not now only leaves the acceptance flow and does not decline or cancel the pending transfer. Owner cancellation or invitation expiry also leaves the current owner unchanged. A disabled member cannot reactivate into a fresh party. Contact an authorized Workchute administrator when the ordinary invitation path cannot recover the rightful owner.
The neutral plan page also links to your personal agreement review at /onboarding. Agreement and password-reset access do not restore party workspaces or reveal party billing information.