Invite a teammate

Bring your whole team into one Wave workspace, from whoever is on site to everyone at the desk. Send invitations by email from the Team tab and pick Admin or Member for each person. Inviting is done by Admins.

How to invite

1. Open the account menu and choose Settings.
2. Select the Team tab. On a phone, Settings shows its tabs in a dropdown at the top instead of a sidebar.
3. Type your teammate's work email in the field at the top.
4. Pick a role next to it: Member or Admin. Member is selected by default.
5. Select the arrow button to send (its tooltip reads Send invite).

Wave confirms under the form that the invitation went out. If the email couldn't be sent, Wave tells you. Check the address, then use Resend.

The invitation shows under Invitations with the role you chose and the date it was sent.

What your teammate sees

The email links to an invitation page that shows their email, the role, your company's name, who invited them and when the invitation expires.

• New to Wave: they accept the invitation and fill in a short signup form with their email already filled in. They add their name and choose a password, and they're in.
• Already have a Wave account, signed out: Wave sends them to sign in first, then adds them to your company.
• Already signed in with the invited email: they accept the invitation and land on Home.
• Signed in with a different email: the page asks them to sign out and sign in with the invited account.

Someone who already belongs to another company keeps that company too. After signing in, they choose which company to work in. See Work across multiple companies.

Invitations last 7 days

An invitation link works for 7 days. After that, the row under Invitations says Expired, and the invitee can ask for a new one.

Resend an invitation

If an invitation gets missed or a link expires, open the Team tab, find the invitation and select Resend. Your teammate gets a fresh email with a new link that is good for another 7 days. Let them know to use the newest email.

Cancel an invitation

Sent it to the wrong address? Select Cancel on the invitation row (its tooltip reads Cancel invitation). The invitation leaves the list, and anyone who opens the link sees that it was cancelled.

The members list

The Team tab lists everyone on your team with their role: Admin or Member. From each row, an Admin can change that person's role or remove them from the team. When your company has two or more letterheads, each row also sets that person's default letterhead. See Manage your team.

For what each role can see and do, read User roles.

Related

• Manage your team: change roles, remove people, resend or cancel invitations
• User roles: what Admins and Members can do
• Work across multiple companies: when a teammate already uses Wave elsewhere
• Settings overview: every Settings tab and who sees it