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How to invite team members
How to invite team members

Team members are alerted of invitations through email and notifications in-app

Erich Schuler avatar
Written by Erich Schuler
Updated over a week ago

You can assign team members (Woovit accounts) to specific organizations. This guide will show you how to access our team members feature and invite members to an organization.


1. Access your profile's dropdown menu on the top navigation bar to locate "Organization Settings."

The top navigation bar is always accessible. Look for the icon and name of your organization next to the "Requests" tab.

Access your profile's dropdown menu on the top navigation bar to locate "Organization Settings."

2. Click on "Organization Settings."

"Organization Settings" is tied to an organization. An organization's public profile, billing, and team members are found here. You can also manage additional organizations here.

"User Settings" is specific to the owner of the Woovit account, and you can change your name, email, and password there.

Click on "Organization Settings."

3. The TEAM MEMBERS tab explained:

The TEAM MEMBERS tab is part of Woovit's Premium service. With this upgrade, you can assign other Woovit accounts to an organization to manage their campaigns. This tab will not appear for free subscriptions.

Under this tab, you will find a list of team members (Woovit accounts) assigned to your organization. If you're an admin, you may grant/remove admin privileges and add/reinstate/remove team members. Admins can also view pending invitations.

The TEAM MEMBERS tab explained:

4. How to invite new team members:

To add a team member to assist with the management of your organization's campaigns, click on the INVITE NEW MEMBERS button.

How to invite new team members:

5. Type in the email address of the member you wish to invite.

After inputting the email address, click on the INVITE button to send. Pending invitations will be listed on the TEAM MEMBERS tab.

Type in the email address of the member you wish to invite.

6. The invited member will receive an email invitation in their inbox.

Additionally, if the invited member already has a Woovit account, they will receive a notification to accept/decline underneath the top navigation bar.

The invited member will receive an email invitation in their inbox.

7. The invited member must click on the "Join Now" button to accept the invitation.

This will open a new tab redirecting them to the Woovit website to sign in.

The invited member must click on the "Join Now" button to accept the invitation.

8. New Woovit users can sign up using the provided form.

Note: This sign-up form is for nonexisting Woovit users only. Existing Woovit users cannot log in using this form—doing so will result in an error. Existing users must sign in to their accounts as normal to accept the invitation. More details are below.

New Woovit users can sign up using the provided form.

9. Logged out existing Woovit users must sign in through PUBLISHER ACCESS.

This step is only necessary if an existing Woovit user is signed out of their account while accepting an invitation. PUBLISHER ACCESS will always be next to CREATOR ACCESS and located at the top of the app.

Logged out existing Woovit users must sign in through PUBLISHER ACCESS.

10. Existing Woovit users will receive an in-app notification to ACCEPT or DECLINE.

If an invited team member already is an existing Woovit account, they will also receive an in-app notification below. They can ACCEPT or DECLINE to join the organization here.

Existing Woovit users will received a in-app notification to ACCEPT or DECLINE.

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