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:

Access Settings: Click on "Settings & Integration" in the left-hand menu of your WellyBox account.
Navigate to Team Members: Inside settings, select "Invite team member."
Adding a New Member: In the top right corner, you’ll see a "+" button. Click it to add a new team member.
Choose the Role: Decide whether you’re adding a "Client" or an "Accountant."
Enter Details: A popup will appear. Fill in the new member’s name and email address.
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.

Updated on: 29/11/2023

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