How to Set Up Wethos Teams

Entrepreneurs that have upgraded their account to Wethos Teams have completed these 7 steps after subscribing to ensure they’re setting themselves and their team set up for success. Some of these will only take you a few minutes to complete while others might take you a little longer - either way, the short videos below will walk you through the fundamentals of getting your Team account setup and ready to use.

Step 1. Invite your team

Unlock the Power of Collaboration

Head over to your account settings invite your team members to join your Wethos Teams account. Remember, they'll need to use the sign-up link in the email invitation to create their account.

Step 2. Set up your Team Branding

Make Your Mark with Consistent Visuals

Ensure a professional and polished look across all your documents. Add your agency's branding to your account to maintain visual consistency. It's the little details that make a big impact!

Step 3. Create your team profile

Be Seen, Be Heard

Set up your team profile and increase your agency's visibility within the Wethos Network. Connect with like-minded professionals and showcase what makes your agency unique. It's time to stand out in the crowd!

Step 4. Build out your Team Template library

Consistency is Key

With Wethos Teams, you can create a template library for your team. Maintain consistency in pricing, legalities, and more. Search our templates or craft your own from scratch. It's your one-stop-shop for ensuring everyone is on the same page!

Step 5: Create a project from your Team Template library

Invite your go-to contractors or discover new talent within the network. Enjoy flexibility with view and edit settings based on your teammate's role. It's your agency—retain full control!

Step 6: Invite contractors to your Project

Invite your go-to contractors or discover new talent within the network. Enjoy flexibility with view and edit settings based on your new teammate's role. It's your agency—retain full control!

Step 7: Payout your Contractors

Seamless Payments, No Fees

Say goodbye to payment chaos! Utilize instant payments with zero fees when paying out your contractors. Manage client invoices and teammate payments hassle-free—all in one place.