Ready to start recruiting additional support to help you build your Waybook?
Building your Waybook with a teammate can help you to work more efficiently and have a bit of fun along the way!
When you're ready to start inviting collaborators to join you in building, or maybe you're screaming ahead and are starting to onboard your readers, follow the steps outlined in this article.
Inviting Collaborators 🤝
We've already touched on inviting a collaborator when you first begin creating your Waybook, so in this article, we'll explore how you can add collaborators from your Members page.
Go to your Members page in Waybook
Enter the email address for the collaborator you're inviting
Select the option 'Can view and make changes to this Waybook'
Choose the correct level of permission for this member
As an admin, they will be able to invite members and manage your billing
As an author, they will be able to create subjects and documents
As a contributor, they will be able to create documents only
You also have the option to assign them to a member group
When you're happy with their permissions, go ahead and send your invite
Inviting Readers 📖
If you're ready to start adding readers to your Waybook, follow these steps:
Go to your Members page in Waybook
Enter the email address for the reader you're inviting
Select the option 'Can only view this Waybook' highlighted below
You have the option to assign them to a member group for easier content assignment
When you're happy, go ahead and send your invite
Easy peasy! 😊
What's next?
We'll let you know how many invites you have left in the top-right corner of your invite page. If you're ready to increase your seat limit, check out this article for help adding more members to your plan.
Remember, free product coaching calls with Waybook process experts are available to you. Schedule a call with a member of the team today.