Invite someone to your business

What this does

The Team page lets you invite other people to log in to your business on Worklog. You make an invite link and share it with them. When they open it and sign in, they join your business and work in the same books as you. Everyone sees the same customers, invoices and money.

💡Inviting a team member is not the same as adding an employee to your Staff Register. Team members are people who log in and use the app. Staff on the register are the workers you pay in a Pay Run. If someone only needs to be paid, add them under Payroll instead.

Before you start

Team is part of the Team and Complete plans. On Solo the button reads Invite with a lock, and tapping it opens the upgrade screen.
On Team you get a set number of logins, counting you plus everyone you have invited. The card at the top of the Team page shows how many you have used, like "3 of 6 logins used". Complete has unlimited logins.
You need the person's email address. Ask them which email they will sign in with, because they have to accept using that exact address.
Worklog does not send the invite for you. You copy the link and send it yourself, usually on WhatsApp.

Create an invite link

Open the Team page.
Tap + Invite in the top right. The "Invite a team member" box opens.
Type the person's email address in the Email box.
Choose a Role. Member is a normal user whose access you control. Owner has full control of everything, the same as you, so only pick this for someone you fully trust.
If you chose Member, pick their Access: "Can log only" (add income, expenses, quotes and appointments day-to-day, but no reports, deleting or payroll), "Can see everything" (open and view any tool but change nothing), or "Full control (manager)" (the same as an owner). You can also tap "Customize per tool instead" to set access tool by tool.
Tap Create invite link.

Worklog then shows an "Invite created" box with the join link written out. Tap Copy link, then send it to the person on WhatsApp or however you usually message them. Tap Done when you are finished.

⚠️The invite link expires after 7 days. If the person has not accepted by then, the invite shows as Expired on the Team page and you will need to make a new one.

What the person does

When they open the link they see a "You're invited" screen showing your business name and the role they are joining as.

If they are not signed in yet, they tap "Sign up to accept" to make a new account, or "Already have an account? Log in" if they already have one.
They must sign in with the same email the invite was sent to. If they are logged in with a different email, Worklog tells them to log out and use the invited address.
Once signed in with the right email, they tap "Accept & join" and land in the business.

Manage invites and members

Back on the Team page you can see who has joined and who has not.

Members lists everyone already in the business, each with a badge showing their role.
Pending invites lists people you have invited who have not accepted yet. Each one that is still live has a "Copy invite link" button so you can send the link again. An invite that has passed 7 days shows as Expired and has no copy button.
To cancel an invite, tap the ✕ next to it and confirm. The link stops working straight away.
As the owner, you can tap Permissions next to any member who is not an owner to change what they can see and do at any time.

💡If someone lost the link or it expired, just make a fresh invite and send the new link.

Still stuck? Open the in-app help assistant, or email us at hello@worklogsolutions.co.za.

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