Waybook is designed for teams of all sizes to centralize knowledge, streamline operations, and ensure everyone has access to the information they need. Whether you're creating content, managing processes, or simply accessing important documents, inviting your team to Waybook ensures alignment, efficiency, and easy knowledge sharing.
To help you build a well-structured, high-impact Waybook, here’s a simple guide to inviting team members with examples.
How to Invite Team Members
Follow these simple steps to invite a team member to 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:
Reader – View and complete assigned Documents and Learning Paths.
Author – Create and edit Subjects and Documents.
Contributor – Create and edit Documents.
Manager – Oversee content and track team progress.
➡️ Learn more about selecting the right role in Understanding Roles vs. Permissions.
Assign them to a Group to manage access efficiently. Assigning team members to a group like Operations or HR ensures structured access and easier content management.
➡️ Learn more about groups in Understanding Member Groups.
Click Send Invite. Your team member will receive an email with a link to join your team's Waybook.
Example 1: Adding a Team Member to Help Build an Onboarding Process
A growing company is refining its onboarding experience. The HR team needs structured documentation on company values, policies, and training materials. Here’s how they can invite a collaborator to streamline the process:
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, the HR team member can log in, access relevant documents, and contribute to building a seamless onboarding experience.
Example 2: Inviting a New Hire as a Reader
When a new employee joins the company, they need structured access to essential onboarding materials. Here’s how to invite them as a Reader:
Go to Members.
Click Add New Members.
Enter the new hire’s name and email address.
Assign the Reader role so they can view and complete assigned content.
Add them to the New Hires Group to ensure they have access to the right policies and training materials.
Assign them to a Learning Path that outlines their onboarding journey.
Enable Completion Requirement to ensure they complete essential documents and training steps.
Click Send Invite.
Once invited, the new hire will receive an email to log in, access their assigned Learning Path, and start completing required training.
Ensuring your team is properly set up in Waybook keeps your knowledge organized, scalable, and easy to maintain.
If you need help with roles, permissions, or setting up groups, check out these guides:
For additional support, contact our support team—we're here to help!