It’s easy to add or remove people from your business account. As long as you are the account owner or have permission to add or remove team members and change their permissions, you’ll be able to do this by following these steps.
Add someone to your account
Web
Click on your business name in the top-right corner
Select Team members and payment approvals
Select Add team member
Enter the email address of the person you’d like to add
If you’ve opened any groups or jars, you can choose which ones you want to add them to
Select the permissions you’d like them to have
If you gave them permission to order their own debit card, you’ll get another step to set their spending limits and other card permissions
If you gave them permission to set up or make payments via transfer, you’ll get another step to set up payment approvals
Review their permissions, card permissions and payment approvals. If everything looks good, select Confirm
We’ll email your new team member an invite to join the account. This invite will be valid for 2 weeks – after that, you’ll need to re-invite them.
App
Tap your initials or profile picture in the top-left corner
Tap on Team members and payment approvals
Select Add
Enter the email address of the person you’d like to add
If you’ve opened any groups or jars, you can choose which ones you want to add them to
Select the permissions you’d like them to have
If you gave them permission to order their own debit card, you’ll get another step to set their spending limits and other card permissions
If you gave them permission to set up or make payments via transfer, you’ll get another step to set up payment approvals
Review their permissions, card permissions and payment approvals. If everything looks good, select Confirm
We’ll email your new team member an invite to join the account. This invite will be valid for 2 weeks – after that, you’ll need to re-invite them.
Remove someone from your account
On either web or app:
Go on your business name at the top
Select Team Members and payment approvals
Select the name of the team member you want to remove
Select Remove
Confirm the removal
Remove yourself from a business account
Click on your business name in the top-right corner
Select Leave this business account
If you're the owner of the Wise business account you'll have to transfer your business account to someone else.
Keep in mind that if you need to update the business details, like users, you need to inform us to avoid problems regarding ID verification.
How to accept the invitation someone has sent you
When someone adds you as a team member to a business account, you’ll be sent an email with an invite to join the account.
If you don’t have a Wise account with the email address the invite was sent to
Go to the invitation email you've received from Wise.
Select Accept the invite.
Sign up using the email address the invite was sent to — this will already be filled in for you.
Verify your phone number.
Create a new password.
Fill in your personal details.
That’s it! You’ve joined the business account.
If you’re already logged into another Wise account, you’ll be asked if you want to log out of this account before you accept your invite.
If you have a registered Wise account with the email address the invite was sent to
Go to the invitation email you've received from Wise.
Select Accept the invite. After accepting the invitation, you'll be redirected to a login page.
Log in with the email address the invite was sent to, it's already be filled in for you, and use your password.
That’s it! You’ve joined the business account.
If you’re already logged into Wise with this email address, accepting the invite will add you to the business account without needing to log in again.