Organization Management Guide

Connecting an employee to Organization Management refers to granting selected users permission to view or edit your WellyBox account (according to the role you assign: Full User – edit permissions, Limited User – view permissions).

To add a user as a member in Organization Management, follow these steps:

Step 1: Access the “Organization Management” page

Go to “Settings & Integrations” > then navigate to “Organization Management.”

Step 2: Invite a User

After entering the “Organization Management” page, invite a user by clicking on the blue plus icon located at the top left.

Step 3: Invite a User and Fill in the Details

After clicking on the blue plus icon on the left side, a window will open to enter the user’s details.

Once the details are entered, choose whether the user will be defined as a Full User or a Limited User:

Full User (Edit permissions) - Holds the same permissions as the main account owner. Grants full access to the invited user.
Limited User (View permissions) - This user can only connect the email account, the WhatsApp account, and view all receipts.

After selecting the role, click “Invite.”

Step 4: Approval of the Organization Member Invitation by the Invited User

After the invitation is sent, the invited organization member must approve the invitation via the email to which it was sent.

Updated on: 19/08/2025

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