> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.wellybox.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# How to Invite a Team Member to Your WellyBox Account?

Inviting team members to collaborate in WellyBox is easy. Here’s how to do it:

### Steps to Invite a Team Member:

1. **Access Settings**: Click on "Settings & Integration" in the left-hand menu of your WellyBox account.
2. **Navigate to Team Members**: Inside settings, select "Invite team member."
3. **Adding a New Member**: In the top right corner, you’ll see a "+" button. Click it to add a new team member.
4. **Choose the Role**: Decide whether you’re adding a "Client" or an "Accountant."
5. **Enter Details**: A popup will appear. Fill in the new member’s name and email address.
6. **Send the Invite**: Hit the "Invite" button. A confirmation message will pop up, informing you that you’ll be notified once the team member accepts.

||| Important Subscription Note: The number of team members you can add depends on your WellyBox subscription plan. Make sure to check your plan details for the number of users allowed.

###### What Happens Next:
* The invited team member receives an email invitation to join WellyBox.
* Once the invite is accepted, you will see their information, including name, email, role, and status, on the "Invite team members" page.

###### Managing Team Members:
* Your subscription plan will determine how many members you can have. You can add or remove members based on your plan's allowance.

| This straightforward process ensures you can efficiently manage your team within WellyBox, keeping your workflow smooth and collaborative. 