Inviting Team Members

Inviting Team Members

WRRK is built for teams. Inviting colleagues is straightforward and gives you control over what each person can access.

How to Invite

1. Go to Settings > Organization > Members.
2. Click Invite Member.
3. Enter the email address of the person you want to invite.
4. Select a role:

• Super Admin — Full access to all modules, settings, and billing.
• Manager — Access to all modules and team management, but no billing controls.
• Agent — Access to assigned modules only. Cannot change organization settings.

1. Click Send Invitation.

The invitee will receive an email with a link to join your organization. If they already have a WRRK account, they will be added immediately. Otherwise, they will be prompted to create one.

Managing Roles

You can change a member's role at any time from the Members page. Click the member's name, then select a new role from the dropdown. Role changes take effect immediately.

Module Access Control

Beyond roles, you can control which modules each team member can see. Navigate to Settings > Module Access to toggle modules on or off for specific roles or individuals. For example, you might restrict the Billing module to Super Admins only.

Removing Members

To remove a team member, go to Settings > Organization > Members, find the person, and click Remove. Their conversations and data remain in the system, but they will no longer be able to log in to your organization.

Best Practices

• Start by inviting a small pilot group to test workflows before rolling out to the whole team.
• Use the Agent role for most team members to keep the interface focused.
• Assign a backup Super Admin so you are not the single point of failure.