Guide
Invite a teammate & set roles
Add the people you work with, give each one the right level of access, and manage your team as it changes.
Before you start
- You need the Admin role to manage members.
- Find it under Settings, in Members & Roles.
Settings › Members & Roles: your team in one place.
Send an invite
Open Members & Roles
Go to Settings, then Members & Roles, and click Invite members.
Fill in the details
Enter the person’s first name, last name, and email, and choose their role. To invite several people at once, click Add another and fill in another row.
Send
Click Send all invites. Each person gets an email with a link, and once they sign up they join your workspace with the role you chose. If a row fails, fix it and use Retry failed to send just that one again.
What each role can do
Admin
Full control: invite people, set roles, change organization settings, features, billing, and the audit log, plus all the everyday work.
Manager
Runs the work: create and edit projects, deliverables, and time, log team hours, and build invoice drafts. Cannot issue or void invoices, and has no access to members, organization settings, or billing.
User
Focused on the work: logs their own time and works on their deliverables, without team or settings access.
Find and manage people
Search and filter
Use the search box to find someone by name or email. Filter the list by Roles (Admin, Manager, User) or by Status (Active, Invited, Deactivated) to focus on the people you mean.
Change a role
Open the menu on a person’s row, or right-click the row, and choose a different role. The change takes effect right away.
Resend a pending invite
For someone who has not joined yet, open their row menu and choose Resend invite.
Deactivate or bring someone back
Deactivate someone
Open their row menu, choose Deactivate, and confirm. They lose access at once and drop out of the list.
See deactivated members
Turn on Show deactivated to bring deactivated people back into view.
Reactivate
With Show deactivated on, open the person’s menu and choose Reactivate to restore their access.
Good to know
WorkWiser always keeps at least one admin: you cannot deactivate the last one. Promote someone else first.
You cannot change your own role or deactivate yourself from this page. Ask another admin.
Each active member uses a seat on your plan. A pending invite does not use a seat until it is accepted.
Ready to see it on your own work?
WorkWiser is in early access. Tell us where to reach you and we will send an invite when it is your turn.