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Adding An Outside Team

Adding An Outside Team

An Outside Team has a separate Wise Agent account and does not share yours. However, you can “link” your accounts to send each other information, such as appointments, checklist templates, contacts, logins, marketing programs, and vendors.

Written by Cherie Aquino
Updated on October 4, 2023

To add your Outside Team Members:

1. Click the Gear icon on the top right side of the page and click Outside Team

2. On the Outside Team page, click on the "plus +" button

3. A new modal will pop up for you to fill in the contact's email address you wanted to add as an outside team and a message, then hit send.

4. You will then await their response to accept you.

Here is a blog about our Team Options.

Tags: outside team member

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