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Team & account

Inviting your team

How team accounts, roles, and shared data work.

One shared account

Inviting a teammate (from Settings, on Pro) adds them to your account with full access to the same clients, jobs, invoices, and bookings - there's no separate workspace per person. Roles are simple: owner or member.

What happens when someone leaves

Removing a teammate (or a teammate leaving on their own) doesn't delete their access to WiseSlip entirely - they're automatically given a fresh solo account of their own, so they're never locked out.

Still stuck? Contact support.