Invite a friend and team workspaces

How does the Invite a friend page work?#

Open the profile menu and select Invite a friend. The page is available to people who pay for Twintual: a solo person, or the person who pays for a workspace. If you do not see it, someone else pays for your plan.

The page is called Invite friends, earn free Twintual and walks you through three steps:

1. Share your invite link. Select Share with your friends, or Copy invite link to paste it wherever you like.
2. They subscribe to Twintual. Once a friend subscribes to a paid Twintual plan, the referral counts toward your reward.
3. Earn 1 month free. When 3 friends who subscribe are counted, you unlock 1 month of Twintual for free - and it repeats for every further group of 3.

Under YOUR INVITE CODE you can also select your code to copy it. Under REFERRAL STATS, Referrals shows how many friends who subscribed are counted toward your current reward, for example "2 of 3 referrals completed". When you reach the target, the page says You unlocked 1 month free and offers See the credit in Team & billing. How the credit is applied is explained in Billing and plans.

If the page shows Could not load your invite code, select Try again.

How do I enter a referral code from a friend?#

When you set up your profile, the PROFILE DETAILS step has a Referral code · optional field. Type the code your friend gave you (it looks like TWIN-XXXX) and select Next.

If the code is not valid you see "That referral code isn't valid. Check it, or turn the code off to continue." Check the code, or clear it to carry on without one.

How do I start a team?#

You do this on the Team & billing page in Settings.

1. If you have no team, you see No team created yet. Your profiles stay personal until you create one. Select Start a team.
2. Type a Team name, for example "Marketing Team". Create Team stays disabled until you type a name.
3. Select Create Team. You see a confirmation, and you become the Team owner. The Team Pulse and Admin console entries now appear in your sidebar.

Seats and plan limits are explained in Billing and plans.

How do I invite someone to my team?#

1. Open Settings, then Team & billing, and select Manage team. You see Available seats, who is on the team and who is Invited.
2. Select Invite member.
3. Type their Email. The window tells you the invitation uses 1 of your available seats.
4. Select Send invitation.

If every seat is in use, you see No seats available. Select Add seats, and nobody on the team is affected. If the person already belongs to another workspace, you see "This person already belongs to a workspace." In Manage team you can also select Rename to change the team name.

What happens when I accept an invitation to a workspace?#

The invitation arrives by email. Open the link and sign in with the address it was sent to. If you sign in with a different one, you see Wrong account and the address to use.

You see who invited you and that your seat is already paid for, so there is nothing to buy. The page also tells you what stays private. For a team invitation, the team owner manages the team and sees the same thing about you as about any other member: your name, email address and role - never the content of your messages. For a workspace set up by an admin, your admin can see action metadata, policy outcomes and team totals, never the content of your emails, chats, drafts or summaries. Select Accept invitation to continue, or Decline to say no. If you decline a workspace invitation, the person who invited you is told and the link stops working.

If your workspace was set up by an admin, you go through four short steps:

1. Invitation: select Accept invitation.
2. Single sign-on: if your workspace uses single sign-on, select Continue with your provider. Otherwise sign in as the address the invitation was sent to.
3. Channels: Connect your work channels. Only channels your admin approved can be connected, and you need at least one to select Continue. Private accounts stay out unless you add them later.
4. Meet your twin: Twintual tells you what it has read so far and how many things look like they need you. Select Go to Home when you are ready.

An invitation can expire. If you see Invitation expired, ask your admin or the team owner for a new one.

I already have a Twintual account. What happens when I join?#

Joining brings your account with you instead of creating a second one. On the invitation you see You already have a Twintual account. Nothing moves until you confirm.

1. Select Choose what to bring. To stay on your own instead, select Not now, stay solo.
2. On Choose what to bring, pick which of your profiles the workspace will manage. Each profile is marked Will be managed or Stays personal. You need to bring at least one profile to select Continue.
3. On What changes, read You bring: and Stays personal:. This page also tells you that your own plan ends and the workspace provides your plan from then on, that you are not refunded or credited for the time left on your own plan, and that any channel the workspace has not approved will be disconnected.
4. Select Join followed by the workspace name (for example Join Acme) to confirm. If something goes wrong you see "Nothing has moved. Try again." and can select Try again.

A managed profile follows your workspace's policy. Your admin can see its action metadata from the day you join, never its content. Profiles that stay personal are not visible to your workspace (see Profiles).

If you own a team, you see "Close or hand over your team first." and cannot join until you do.

Afterwards, Home tells you which profiles are now managed and which stay personal, with See your profiles. If your workspace uses single sign-on, you may also see Sign-in method added. Your earlier ways of signing in still work.

What if my company already has a workspace?#

If you sign in with a work address and its company has a Twintual workspace, profile setup shows "You signed in with" the address's domain. Choose one:

• Request to join: an admin of that workspace sees your name and address, and the page shows "Request sent" while you wait. You can keep setting up on your own meanwhile.
• Continue solo: carry on by yourself.

Later you may see a notice on Home. If the workspace approved your request, select Review and join. Until you confirm, you stay solo. You then continue through the invitation, as described in What happens when I accept an invitation to a workspace? If the request was declined, nothing changes and you stay solo. No reason is shown. Select Dismiss to clear the notice. An approval that nobody confirms eventually expires ("The approval has expired.") and you stay solo.

How do I leave a workspace?#

1. Open Settings, then Team & billing.
2. Under Danger zone, select Leave followed by the workspace name.
3. Read What happens next, then select Leave workspace.

When you leave, your twin's access to the workspace is revoked and its data is kept according to the workspace's policy. You stay signed in, on your Personal profile. To come back you need a new invitation. If leaving fails, you see "Leaving failed" and "Nothing changed. You are still a member."

Some people cannot leave from here:

• A team owner sees the row disabled with "You own this team."
• The last admin sees "A workspace needs at least one admin."
• If you sign in only through your company's single sign-on, you see "You sign in through" the workspace, and need to ask your admin to remove you.

Where should I go next?#

Related reading.

• Billing and plans to how team plans and seats work.
• Profiles to profiles inside a shared workspace.