Employee & User Account Management
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      2. Settings How-tos
      3. Employee & User Account Management

      Adding New Users in Welbi

      Easily invite team members to create a Welbi account by sending them an email invitation.

      Users with the Welbi Admin or Team Member - Enhanced role can invite other individuals to join them on Welbi by following the steps below:
      1. Navigate to the Settings section from the navigation bar on the left-hand side of your screen
      2. Select Employees from the menu and then click  Add Employee
      3. Enter the team member's name, email address, role, and  phone number as prompted.  If you wish, you can also associate this new user with a facilitator label using 'Facilitators' drop-down menu and add a profile image. Once finished, the and click Send Invitation button in the bottom right corner of the screen.
        Screenshot 2024-02-20 at 10.08.01 AM

      The individual will receive an email invitation with a link to set up their account. This link will be valid for 30 days.

      You can view, resend, or delete any pending invitations in the 'Pending Invites' section of the Employees page.