Provider admins can invite teammates directly — no separate sign-up and verification needed for each person.
Inviting a Team Member
From your agency's Team page, click Invite.
Enter their email address and choose a role (User or Admin), or leave the email blank to generate a shareable invite link instead.
If you entered an email, they'll receive an invite email with a link to join. If you generated a link, copy it and send it however you like.
They click the link, create (or sign into) their Wayfinder account, and accept the invite — they're added to your team immediately, with no waiting on verification.
Pending invites appear on the Team page, where you can revoke one at any time before it's accepted. Invite links expire after a set period — if one expires, just send a new one.
Roles: Admin vs. User
Admins can invite and remove team members, change roles, and edit the agency profile, in addition to viewing and responding to RFPs. Users can view and respond to RFPs and manage proposals, but can't manage the team or invite others. Every agency must always have at least one Admin — you can't remove the last one or demote them to User.
Removing a Team Member
Admins can remove anyone else from the Team page. Removing someone revokes their access to your agency's profile and RFPs immediately; they can rejoin later only with a new invite.
Individual vs. Shared Settings
Each team member has their own login credentials, profile avatar, and notification preferences. The one shared setting is the RFP Notification Emails field on the profile's General tab — up to 5 email addresses can be added there, and they apply across all users on the account.