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Team Management

Invite, manage, and remove company employees

Inviting employees

Open Team Management from your company dashboard and click Add Team Member.

  1. 1

    Enter the employee's email address.

  2. 2

    Choose a role: Admin, Employee, or Viewer.

  3. 3

    Click Send. The employee receives an email with a secure invitation link.

  4. 4

    They sign up (or log in) and join your team, using one of your purchased seats.

Invitation links expire after 7 days. If an employee doesn't accept in time, just send a new invitation.

Role permissions explained

  • Manager

    You. Full access to billing, team, clients, settings, and all certificates.

  • Admin

    Can invite employees, manage clients, edit company settings, and view/edit all team certificates. Cannot access billing.

  • Employee

    Creates unlimited certificates, edits own drafts. Sees only their own certificates on the dashboard.

  • Viewer

    Read-only access to all company certificates. Cannot create or edit. Useful for accountants and auditors.

Promoting or changing a member's role

Roles are set at invitation time. Today there are two ways to change an existing team member's role — for example, promoting an Employee to Admin so they can help manage the team:

Option 1 — email support (fastest, no disruption)

Email support@wirewrite.co.nz with the team member's name, email, and the new role. We change it inside of a business day. The team member keeps all their certificates and stays logged in — they just gain (or lose) the permissions of the new role.

Option 2 — remove and re-invite at the new role

From Team Management, remove the member, then send a fresh invitation at the new role. Their existing certificates stay with the company (tagged with their name and former role for the audit trail). They sign up again using the new invitation link.

Use this if you can't wait for support — the trade-off is that the team member's app shows them as a new account, which can be momentarily confusing.

Coming soon: in-app role changes from the Team Management screen. Until then, Option 1 is the smoothest path.

Removing team members

From Team Management, click Remove next to any team member. You'll be asked to confirm.

  • Their account is deactivated — they cannot log in or access company data.
  • Certificates they created stay with the company, tagged with their original name and role for the audit trail.
  • The removed employee's seat becomes free again and can be used for a new invitation, or you can reduce your seat count from Manage Billing to lower your subscription cost.

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