When you log in to Worksuite, you land on your dashboard. It shows what needs your attention for your client, such as onboarding steps, agreements to sign and recent updates. The left menu takes you to everything else.
Your client decides which features you use, so you may not see every card or menu item described here. Your client may also use different names for some items, such as Tasks or Invoices.
TABLE OF CONTENTS
- The cards on your dashboard
- The left menu
- Your profile picture, Settings and Support
- Who to contact
- Support/Resources
The cards on your dashboard
Each card covers one part of your work with your client. Click the button on a card to go straight to that page.
| Card | What it shows | What you can do |
|---|---|---|
| Announcement (top of the page) | A message from your client, sometimes with files to download | Read it and open any attached files |
| Onboarding (named after your workflow) | How many stages you've completed, for example "2 of 5 stages completed", plus your current and next stage | Click Start now or Continue |
| Set Your Availability | Your current availability | Choose Available, Available Part-Time, Unavailable or Available Soon |
| My Tasks | Your most recent tasks | Click View all |
| My Invitations and My Proposals | Invitations waiting for your answer, and proposals you've sent | Click Review |
| My Profile | The profile details your client sees ("This is how [client] sees you") | Click Improve your profile to edit your profile |
| My Agreements | Agreements waiting for your signature | Click Review and sign |
| My Manager | Your contact or contacts at your client | See who manages your work |
| My Contracts | Your contracts with your client | Click View all |
| My Invoices | Your recent invoices | Click View all |
| Job Opportunities | Open job openings from your client | Click View All |
| Recent Updates | Notifications and announcements from your client | Click See older notifications to load earlier ones |
On a phone, Recent Updates appears as Recent notifications at the top of the page. Tap View all to open it.
The left menu
The left menu lists the sections your client has turned on, in this order:
- Dashboard: your dashboard and Messages, where you write to your client. If your client shares useful links, they appear here under Links.
- Marketplace: My Job openings (job openings you've applied to) and Job board (open job openings from your client).
- Tasks & Projects: your projects and tasks. You may also see Timesheets, Time Tracking, a task calendar and your requests.
- Contracts: All Contracts, where you review and sign the contracts your client sets up with you.
- Invoices: All Invoices, plus expenses, payouts and payruns if your client uses them.
- Onboarding: the onboarding workflows your client asked you to complete.
- Documents: Requested Documents, Agreements (agreements to sign and signed copies), Insurances and Files.
If you work through a staffing agency account, you also see Workers.
If you expect a section and don't see it, ask your client. They control which features you can use.Your profile picture, Settings and Support
The bottom of the left menu has three controls:
- Your profile picture: click it to see your name and Log out.
- The gear icon: opens Settings. Depending on what your client uses, you'll see Profile (the details your client sees), Account (your login email, password and account deletion), Tax information, 1099-NEC, Payout methods, Bank details, Settings (time zone, date and time format) and Portfolio.
- Support: opens a help panel to contact Worksuite Support.
The gear icon and the Support button don't appear on small phone screens. Open Worksuite on a computer to use them.
To change your profile, email address or password, see How to Update Your Profile, Email Address and Password.
Who to contact
- Questions about your work, such as scope, deadlines, rates or when you'll be paid: message your client from Dashboard → Messages.
- Problems with Worksuite itself, such as a page that won't load or an error message: click Support at the bottom of the left menu.
Support/Resources
Still have questions about your dashboard? 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.