Adding a user, often referred to as a team member, to your Wise account is a straightforward process primarily designed for Wise Business accounts to manage collaboration and access.
Steps to Add Team Members to Your Wise Business Account
If you have a Wise Business account and want to grant others access to manage finances or view activity, you can easily invite them as team members. The process involves a few simple steps:
- Click on your business name in the top-right corner of the Wise interface.
- Select Team from the drop-down menu that appears.
- Choose Add team members.
- Enter the email addresses of the individuals you wish to add to your account.
- Choose their role, which determines their permissions within the account.
- Select Add at the bottom of the page to finalize the selection.
- Wise will automatically email them an invite, providing them with the link to join your account.
These steps enable you to share management responsibilities or grant viewing access to colleagues, partners, or accountants depending on the role assigned.
Understanding Team Member Roles
When adding a team member, selecting the appropriate role is crucial. Different roles come with varying levels of permissions, ranging from viewing account activity to initiating and approving transactions. Carefully consider what actions the team member needs to perform before assigning their role. This ensures security and proper control over your business finances.
The Invitation Process
Once you have added the team member and selected their role, Wise handles the invitation automatically. An email invitation will be sent to the email address you provided in step 4. The recipient simply needs to accept the invitation via the link in the email to gain access to your Wise Business account with the assigned permissions.
Adding team members is an efficient way to delegate tasks and manage your business finances collaboratively within the Wise platform.
