Invite members to your creator workspace

Members let other people help you run your creator workspace without sharing your password. Each member signs in with their own WeTip account and only sees what their role allows.

Before you invite

• Your workspace must be approved and active. Members can be invited once WeTip has approved your creator workspace.
• Only the owner can invite. Managers, accountants, and viewers cannot add or remove people.
• Have two-step verification ready. Letting someone in is treated like changing where your money goes, so WeTip asks for a fresh code from your authenticator app before the invite is sent. See Set up two-step verification.

Send an invite

1. Open Creator workspace → Settings → Members.
2. Under Invite someone, enter the person's Email address.
3. Choose a Role: Manager, Accountant, or Viewer.
4. Select Send invite.
5. If WeTip asks, enter the code from your authenticator app.

You see Invitation sent to followed by their address, and the invite appears under Pending invitations.

Not sure which role to pick? Choose the right role for each teammate walks through common setups.

What the person receives

They get an email with a link to join your workspace. The invite:

• Works only for that email address. If the link is forwarded, nobody else can use it.
• Expires after 7 days. You can resend it for a fresh link at any time.
• Needs a verified email and two-step verification on their account before they can accept.

When they accept, you get a notification and they move from Pending invitations to People with access. What they see on their side is covered in Accept a workspace invite.

Seats

A workspace can have up to 10 seats. Every member and every pending invite uses one, and the counter beside Invite someone shows how many are in use.

When every seat is taken, the invite form tells you so. To free a seat, remove a member or revoke an invitation you no longer need. See Manage pending invites.

If the invite cannot be sent

• "That person is already a member." They already have access. Change their role instead, see Change a member's role or remove a member.
• "You already own this workspace." You entered the email address of your own account.
• "Members can be invited once the workspace is approved and active." Wait for your creator workspace to be approved.
• "Enter a valid email address." Check the address for typos.

Related

• Understand member roles and permissions
• Choose the right role for each teammate
• Manage pending invites
• Keep your workspace secure with members