How do I add or remove team members?

It’s easy to add or remove people from your business account. As long as you’re an Admin, you’ll be able to do this by following these steps.

Add someone to your account

Web

1. Click on your business name in the top-right corner

2. Select Team Members and payment approvals

3. Select Add team members

4. Enter the email addresses of the people you’d like to add

5. Choose their role

6. Select Add at the bottom of the page

7. We’ll automatically email them an invite, so they can join your account. Their invite will be valid for 2 weeks.

App

1. Tap your initials or profile picture in the top-left corner

2. Tap on Select Team Members and payment approvals

3. Enter the email addresses of the people you’d like to add

4. Choose their role

5. Add and confirm

6. We’ll automatically email them an invite, so they can join your account. Their invite will be valid for 2 weeks.

Remove someone from your account

On either web or app:

1. Go on your business name at the top

2. Select Team Members and payment approvals

3. Select the name of the team member you want to remove

4. Select Remove

5. Confirm the removal

Remove yourself from a business account

• Click on your business name in the top-right corner

• Select Leave this business account

If you're the owner of the Wise business account you'll have to transfer your business account to someone else.

Change someone’s role

On either web or app:

1. Go on your business name at the top

2. Select Team Members and payment approvals

3. Select Change role

4. Choose their new role

5. Select Change role to confirm their new role

You can’t change your own role or the role of the Account Owner. But you can leave your Wise business account as an Owner, and transfer the account to another Admin any time.

How to accept the invitation someone has sent you

1. Go to the invitation email you've received from Wise

2. Click Accept the invite. After accepting the invitation, you'll be redirected to Wise.

3. Add your email address and create a password

4. Fill in your personal details

And that's it! Your Wise account is registered. Go to your notifications to find the pending invitation -after accepting it, you are all set.