Allowing your team members to access your Way We Do operations manual is pretty easy!
Adding users
To add users, click on the 'waffle' icon and then click on Account
The Account Landing page will display, select Team Management
Click the Add New button
Add the team members details including first and last names, email address, role, and invitation email.
Click Invite User
Editing Role
There are 3 types of roles defined within Way We Do including User, Editor and Administrator. This article details the different permissions available to each.
Responsibilities
Responsibilities, also known as Roles, are the job titles and functions that have been added to the Company Structure (Organization) Chart. Click the appropriate roles to add the new user to a position in the chart.
Invitation Email
When you invite people to join your Way We Do operations manual, an email will be sent to them asking them to create their own password. Their email address is set as their username (unless you have non-email login set up, then there are different instructions)
As the Administrator you will be able to remove users at any time.
Resend Email Invitation
If your team member does not accept the email invitation sent from Way We Do and cannot find it, you are able to resend the email by clicking the Resend button next to their name on the Team Management screen.
Updating the number of users
When you're on a month-to-month subscription, Administrators can increase or decrease the number of users enabled on the account.
This will impact the monthly subscription cost.
Select Account
Select Billing & Subscription
Select Change
Use the plus(+) or minus (-) to change the enabled users in groups of 10
The new monthly cost and a note that this will be the new charge will display
Select Accept to confirm the change to your subscription
For a history of previous billing, select View all transactions under Billing History
