Updating or removing connections

You can update a connection's name, or add an email address to a connection that doesn't have one yet, simply by choosing to edit the connection profile. 

• Navigate to the connection
• Choose to view the connection 'Profile' from the menu

• Edit the connection profile to update the fields

You can also edit the email address for a connection, with a couple of caveats...

• They haven't interacted with you, or anyone on your team, via Workiro.
• There are no outstanding signature threads to which they are assigned.

ℹ️ To preserve data and account integrity, if a connection has interacted with you, or a member of your team, via Workiro, you cannot change their email address. An interaction, such as viewing a thread, requires the connection to accept Workiro terms and conditions, therefore changes to their email must be made by them. 

There are two options available to you.

• Ask the connection to update their own email address (availability coming soon...)
• Create a new connection using the new email address and, if appropriate, hide the old connection.  

Some other connection changes are not yet self-serve within the app (although we're working on it!).

If you need to:

• Update a team member's email address
• Remove someone from your Workiro team
• Change the team owner

Please contact the Workiro Support Team directly at help@getbusy.com with the following information:

1. The change you require

2. Specify the email of the person in question that needs to be changed

3. Confirm the email address of the Team Owner of the relevant team

We will be happy to assist you with this.

Hiding connections

If you wish to remove a connection (non team member) from your connections list, because you are either no longer working with them or added them by mistake, you can simply hide this connection.