Inviting a collaborator

Building your Waybook is even easier with a teammate! Find out how you can invite teammates and build your Waybook together

Elle avatar
Written by Elle
Updated over a week ago

Whether you're a process newbie or you have an abundance of documentation scattered across multiple platforms, we understand that documenting all of your business processes on a new platform can be intimidating.

That's why we recommend you invite a collaborator to help share the load. After all, teamwork makes the dream work, right? 🙂

During setup, we'll give you the option to invite collaborators immediately - these people will be added to your team as admins, so will have full access to all of your Waybook subjects and documents.

To start, we recommend inviting your department heads and senior leaders, so you can delegate building out each department's category or subjects.

Alternatively, once you've had a look around, simply head over to your member page and invite as many collaborators as you like, setting roles and permissions for each.

💡 Tip: Check out this article for a comprehensive guide to permissions.

If you're building your Waybook solo for now and would like some support from our process experts, you can schedule a free consultant discovery call today. We have consultants on hand to help make centralizing your business' knowledge a breeze!

What's next?

  • Ready to start creating member groups based on your organization's structure? Find out how member groups can make assigning content and notifying your team of changes even easier here in our help center.

  • Find out more about what counts as a member in Waybook by checking out this article in our help centre.

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