Waymaker
WaymakerOne

Inviting Users

Inviting users to WaymakerOS is straightforward. Send an email invitation, and they'll create their account and join your organization. Each user requires a license seat.

TeamOnboarding
Last updated: February 2026

Add team members to your organization and get them collaborating quickly.

Overview

Inviting users to WaymakerOS is straightforward. Send an email invitation, and they'll create their account and join your organization. Each user requires a license seat.

Sending Invitations

From WaymakerOne

  1. Go to WaymakerOne > Users
  2. Click Invite Users
  3. Enter email addresses (one per line, or comma-separated)
  4. Select their role (Admin or Member)
  5. Click Send Invitations

Invitees receive an email with a link to join your organization.

Bulk Invitations

For large teams:

  1. Go to WaymakerOne > Users > Bulk Invite
  2. Upload a CSV file with columns: email, role
  3. Review the list
  4. Click Send All Invitations

What Invitees See

When someone receives an invitation:

  1. They click the link in the email
  2. If they're new to WaymakerOS, they create an account
  3. If they already have an account, they join your organization
  4. They're taken to Commander and can start working

Managing Pending Invitations

View and manage invitations from WaymakerOne > Users:

  • Pending - Invitation sent, not yet accepted
  • Resend - Send the invitation email again
  • Revoke - Cancel the invitation before it's accepted

Invitations expire after 7 days. Resend if needed.

User Roles

When inviting, choose between:

Admin

  • Full access to organization settings
  • Can invite and remove users
  • Can manage teams and workspaces
  • Can configure domains and email

Member

  • Access to assigned workspaces
  • Can use all productivity tools
  • Cannot change organization settings

You can change roles later from WaymakerOne > Users.

Assigning to Teams

After users join, add them to teams:

  1. Go to WaymakerOne > Teams
  2. Select a team
  3. Click Add Members
  4. Select users from your organization
  5. Click Add to Team

Or invite directly to a team:

  1. When inviting users, check Add to team
  2. Select the team(s)
  3. They'll be added to those teams when they accept

License Requirements

Each user requires an active license seat:

  • Check your available seats in WaymakerOne > Organization > Billing
  • If you're out of seats, add more before inviting
  • New seats are prorated for the current billing period

Removing Users

When someone leaves:

  1. Go to WaymakerOne > Users
  2. Find the user
  3. Click the menu (...) and select Remove
  4. Confirm removal

Removed users:

  • Lose access immediately
  • Their license seat is credited to your next bill
  • Their data is retained for 30 days

Best Practices

Start with Core Team

Invite your core team first. Let them explore the platform before bringing on everyone.

Use Descriptive Emails

The invitation email includes your organization name. Make sure it's recognizable so invitees know the invitation is legitimate.

Set Expectations

Tell your team what to expect before sending invitations:

  • What WaymakerOS is and why you're using it
  • What tools they'll use (email, tasks, docs, etc.)
  • Who to contact for help

Assign to Teams

Add users to teams immediately so they can access the right workspaces and shared inboxes.

Frequently Asked Questions

What if someone doesn't receive the invitation?

  1. Check their spam folder
  2. Verify the email address is correct
  3. Resend the invitation from WaymakerOne > Users

Can I customize the invitation email?

Not currently. The invitation includes your organization name and a join link.

Can users be in multiple organizations?

Yes. Users can accept invitations to multiple organizations and switch between them.

How do I make someone an admin after they've joined?

Go to WaymakerOne > Users, find the user, click the menu (...), and select Change Role.