How do I add a new member to a group?

Learn how to invite new members to your Waybook and member groups simultaneously.

Elle avatar
Written by Elle
Updated over a week ago

Once you are logged in to your Waybook as an admin user, you can hit the Members link in the top navigation bar of your Waybook, then click the 'Invite New Member' button on the top right as shown in the screenshot below.

Once you have the invite page open, enter the email address for the person you want to invite, set their role and the groups you want them to be a part of and they will be sent an invitation email to join your Waybook.

You can also add new members to groups before sending the invite, so they'll automatically have access to any documents assigned to that member group. Simply hit the 'Add Group' button highlighted below.

Having difficulty inviting a new member? Feel free to get in touch with the support team and we'll be happy to help 😊


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