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How to add users, seats and roles
How to add users, seats and roles

Invite people from your company to use Wiza with you!

Stephen Hakami avatar
Written by Stephen Hakami
Updated over a week ago

You don’t have to use Wiza alone, add restricted users or fellow admins to help find prospects. Understand how this impacts your billing through seats.

In this article:

Inviting Users

You can make the Wiza Chrome extension available to other members of your team as your scale your lead prospecting efforts. To get started, invite users to your team:

  1. Navigate to Team.

  2. Select Invite user.

  3. List multiple email addresses to add multiple people.

  4. They'll receive an invite link via email to join your team

invite user

Note: If your teammates do not have a Wiza account yet, please have them return to the invite link that was emailed to them once they have signed up. This link will add them to your team.

Adding seats to plan

New users will remain “Paused” instead of the “Active” status until you add enough seats to accommodate them.

If you remove any users from your account, you should reduce your seats when you don’t plan on filling them soon.

  1. Navigate to Team.

  2. Select Add seats.

  3. Purchase additional seats for your plan.

add Wiza seat

Note: Currently, all users must be on the same type of plan

Removing users

As an Admin, you also possess the authority to remove users from Wiza. To accomplish this, simply locate the X symbol situated on the far right side, as exemplified in the image.

By selecting this option, you will be prompted to confirm the removal of the user. Alternatively, you can opt to transfer their data to another user of your choice.

remove user

Choose a role

Choose User or Admin under Role when inviting team members to Wiza.

Users can only browse and prospect new contacts to lists that they’ve created. Admins can perform the same using their own and other members’ lists. They also control the account billing.

Select Invite users to send the invites!

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