Inviting coworkers
Give your team access to leads, calls and appointments.
Where in Willa: Settings > Team
Who can do this: Owners and admins.
- 1
Send an invite
Enter their name, email and role.
- 2
They accept
They click the email link, set a password or sign in and join your company right away.
- 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.