The team invitation feature on Wobb streamlines collaboration by integrating colleagues into your campaign management space.
Steps for Team Invitations on Wobb:
Initiate Collaboration: Kick off the team-building process to leverage collaborative management of your campaigns.
Input for Invites: Provide the email or phone number of your team members to begin sharing access.
Assign Roles: Choose from preset roles or customize permissions to suit different members’ roles.
Fine-tune Access: Permissions for each role are pre-selected but can be adjusted to meet your campaign's specific needs.
Send Invitations: Issue invitations that allow team members to receive an email with an invitation link.
Upon receiving the invitation, team members can click on the link, which will:
Confirm Membership: Automatically accept the invite and incorporate the member into your team setup.
Switch Accounts: Display the newly added account in the profile dropdown menu, allowing the user to switch to and operate the invited account with ease.
This seamless process is designed to facilitate a quick transition, enabling invited team members to participate in campaign management almost instantly.
