Guide

Invite a teammate

Invite someone to your whole organization or to one business, choose their role, and what they need to do to accept.

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On this page

You need to be an admin or the owner. Decide first whether the person should reach every business in your organization or only one. See Roles for what each role can do.

Invite to the whole organization, or to one business

  1. Open your avatar and choose Team & organization.
  2. In Invite a teammate, enter their Email.
  3. Under Access, choose Whole organization, or one business by name.
  4. Choose a Role: Viewer, Editor or Admin.
  5. Choose Send invite.

Invite to one business from inside it

  1. Open the business and go to Settings → Team.
  2. Enter their email, choose a role (Editor is the default here) and send the invite.

Someone invited this way sees only that business. An admin of a single business can invite people to it this way, without being an organization admin.

What they receive

An email titled "You've been invited to … on Willo", naming your business or organization and their role, with an Accept invite button. The invitation is valid for 7 days.

They must sign in with the same email address the invite was sent to:

  • Already on Willo: they sign in and choose Accept invitation.
  • New to Willo: they choose Create an account, sign up with that address, and land back on the invitation to accept it. Work they do in your business uses your plan's credits.

Once accepted, the business appears on their My businesses page.

Pending invites

Invites waiting to be accepted are listed under Pending invites on Team & organization.

  • To send it again, invite the same email again. That sends a fresh email with a new 7-day link, and the old link stops working.
  • To cancel it, choose Revoke. The link stops working at once.

Inviting an address to one business is refused if it already has a pending invite with different access (another business, or the whole organization): revoke that one first. Inviting it to the whole organization replaces any pending invite for it, and the old link stops working.

Changing a role or removing someone

On Team & organization (or Settings → Team for one business), change their role in the Members list, or choose Remove. Removing someone from the organization ends their access to every business in it at once, except any business they were also given separately (remove those under Business access); removing them from one business ends access to that business.

Removing or demoting someone also ends their GitHub code access if they're no longer an admin, and limits any agent tokens they created to what they can still do.

If they can't accept

  • "This invite was sent to a different email address": they are signed in with another address. Choose Use a different email and sign in with the invited one.
  • "This invite has expired": send a new invite.
  • "This invite link is invalid or has been revoked": the link was replaced or revoked. Send a new invite.

Related: Roles, Roles matrix.