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.

  1. Go to your Members page in Waybook

  2. Enter the email address for the collaborator you're inviting

  3. Select the option 'Can view and make changes to this Waybook'

  4. Choose the correct level of permission for this member

    1. As an admin, they will be able to invite members and manage your billing

    2. As an author, they will be able to create subjects and documents

    3. As a contributor, they will be able to create documents only

  5. You also have the option to assign them to a member group

  6. 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:

  1. Go to your Members page in Waybook

  2. Enter the email address for the reader you're inviting

  3. Select the option 'Can only view this Waybook' highlighted below

  4. You have the option to assign them to a member group for easier content assignment

  5. 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.

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