Joining an Existing Business

There are now two main ways for users to join a business in Managewise:

1. By Invitation

A business admin can send an invitation directly to a user's email from within the Managewise dashboard.

Steps for the Admin:

1. Go to the Invitations section.

2. Click + New Invitation.

3. Enter the invitee’s email, select the business and their role, and optionally include a message.

4. Click Send Invitation.

The invited user will receive an email with instructions to join. Once they accept, they'll appear in the member list under that business.

2. By Access Request

If a user knows the email of an existing business admin, they can send a join request instead.

Steps for the User:

1. Go to the Invitations section.

2. Click + New Request.

3. Enter the email address of the person they want to request access from.

4. Optionally add a message, then click Request Access.

The admin can review, accept, or decline the request under the Pending Requests tab.