Invite team members and manage access

Give each staff member their own SokoWise account. Team membership lets people work with the business without sharing another person’s password.

Invite a team member

1. Open Team → Members and choose the invite or add action.
2. Enter the email address requested by the form.
3. Select the available role or access options and send the invitation.
4. Ask the person to sign in to their own account and accept the invitation.
5. Reopen the member list to check their membership status.

The number of members and available actions can depend on the business plan and your permissions.

Review roles and access

Open Team → Roles to review the roles available to your account. Use a role that grants only the tools the person needs. A missing menu item can mean the member needs a different role or the feature is not included in the current plan.

If a person belongs to more than one business, they should select the correct workspace before working. Check the active business name before editing records. Remove or adjust access when someone no longer needs it.