Inviting coworkers

Give your team access to leads, calls and appointments.

Where in Willa: Settings > Team

Who can do this: Owners and admins.

  1. 1

    Send an invite

    Enter their name, email and role.

  2. 2

    They accept

    They click the email link, set a password or sign in and join your company right away.

  3. 3

    Manage roles

    Owners and admins can change settings. Members work leads.

Common problems

They did not get the email.
Check spam for a message from Willa, or resend the invite.
The invite link says expired.
Send a new invite from Settings.
My coworker already has a Willa account with another agency.
They can sign in with that account; the invite adds your company to it.
They were asked to set up a new agency.
They signed up from the homepage instead of the invite link. Ask them to open the invite email link while signed in.

Related guides

Need a hand? Email kyle@heywilla.ai.