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
Select the permissions you’d like them to have
If you gave them permission to order their business 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
Select the permissions you’d like them to have
If you gave them permission to order their business 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
Go to the invitation email you've received from Wise
Click Accept the invite. After accepting the invitation, you'll be redirected to Wise.
Add your email address and create a password
Fill in your personal details
And that's it! Your Wise account is registered. Go to your notifications to find the pending invitation -after accepting it, you are all set.