*Note: If you are part of an agency or multi-member team and need to add teammates to your Wethos Team account to help manage and work on your projects, you can check out our detailed Help Center article on how to grant admin access to your teammates HERE.

Once you've finished scoping your project, you can invite collaborators to team up directly from the platform.

Check out our video or scroll below to read our step-by-step guide.

Inviting teammates to your project just got easier. Click on the Budget tab of your project’s main page and scroll directly to the “Team” section of this tab. Here you’ll find the “+ add teammate” button.

When adding a teammate to a project, you have 2 options: “Invite someone you know” or “Explore the network.” Wethos has a network of freelancers available for you to search for the specific skill set you need to bring to your next project.

If you already have someone in mind that you want to work with, you can select this option to start inviting your go-to teammates. Just fill out the required fields on the invite screen, and we’ll take care of sending the invite over to them! Keep in mind that the value you enter into the “Pay” field will be automatically entered into the teammate budget section of the Budget tab.

Explore Wetho’s extensive network of professionals and find the best fit for your work. Once you’ve found the right candidate click on “+ Invite to project.”

You will be prompted to add an optional message and payment to the teammate you want to invite to the platform. Note the additional information on the invite outlining what the invited teammate can and cannot access on your scope.

Click “send invite” to confirm or cancel to return to the previous page.

The invited teammate will live in a pending state until they accept or decline the invite. Their profile and name will also appear in the Teammates section.

After you send the invite out, your teammate will receive an email from Wethos asking them to accept or decline the invite.

Upon accepting the invite, your teammate will either be prompted to create a Wethos Account if they don’t already have one, or they’ll be prompted to sign in to their account to get started on reviewing the project you’ve invited them to.

As a teammate, they can locate any project they’ve accepted to work on under the Teammate tab of the Projects page:

Once accepted, a teammate has limited access to the overall scope and the view of the payments agreed upon accepting the project.

On the Payments tab, your teammate will be able to view the agreed-upon payment, the amount that has been paid, and any money that is still to be paid for their work.

You can learn more about how to pay your teammate and how to take advantage of instant payout through your Wethos Payments account in our detailed Help Center article HERE.

If you want to send an invite reminder to your teammate, you can choose to resend the invite, or if you’ve changed your mind and no longer need their services, you can always uninvite them before they’ve accepted the invite by clicking the ellipses next to the teammates name.

For the reminder, click “resend invite.” They'll receive another email encouraging them to decline or join the project. You'll get an email notification when a teammate has joined.

If you decide to uninvite your collaborators, they'll receive a notification that the invitation has expired.

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