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Invite a teammate

Open Team Settings → Members, send an invite, and assign a role.

In this tutorial, you will invite one teammate from Team Settings.

Time needed: 8 minutes

Before you start

Make sure:

  • You are logged in to Wabot.
  • You can manage members. If Members is missing, ask the owner.

Open Team Settings from the user menu (your avatar), not SUPPORT → Settings.

1. Open Team Settings

Click your avatar.

Click Team Settings.

2. Open Members

Open Members.

Click Invite, or Invite Your First Member if the list is empty.

The dialog title is Invite teammate.

3. Send the invite

In Email Address, enter their work email.

In Role, pick the smallest role they need.

Send the invite.

Make sure it worked

This tutorial worked when:

  • The member list shows the email as invited, or they already joined.
  • They receive the invitation email.

If it didn’t work

Members is missing

You cannot manage members. Ask the owner.

You wanted to change what a role can do

Open Roles. Change modules only after you keep one owner who can recover access.

You invited the wrong email

Cancel the invite from member actions, then send a new one.

Next

The teammate is invited. Next, check dashboard alerts.

Read a dashboard notification →

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