Waybook is most powerful when your whole team contributes to building and refining your knowledge base. Whether you’re creating new processes, updating policies, or documenting team workflows, inviting the right team members to collaborate can speed up progress and ensure accuracy.
Here’s a simple guide to inviting team members specifically to support with building your Waybook.
How to Invite a Collaborator
Follow these simple steps to invite a team member to help build your Waybook:
From your Waybook dashboard, click Members in the top menu.
Click the ‘Add New Members’ button in the top-right corner.
Add the name and email address of each team member you want to invite.
Choose the role that best suits their responsibilities:
Author – Create and edit subjects and documents.
Contributor – Create and edit documents.
Manager – Oversee content and track team progress.
Assign them to a Group to manage access efficiently. Assigning team members to a group like Operations or HR automatically gives them the right access.
Click Send Invite. Your team member will receive an email with a link to join and start contributing.
✨ Learn more about selecting the right role and setting the correct permissions here in the help center.
Example: Adding a Team Member to Help Build an Onboarding Process
Imagine you are improving your onboarding process and want a member of the HR team to help draft the documents. Here’s how you’d set it up:
Go to Members.
Click Add New Members.
Enter their name and email address.
Assign the Author role so they can create and edit documents.
Add them to the HR Group to grant access to policies and onboarding content.
Click Send Invite.
Once invited, your colleague can log in, access the HR documents, and begin contributing to your onboarding process.
✨ Learn more about Member Groups here in the help center.