Team accounts in Wiza allow you to collaborate, track usage, and share lead lists. This guide will walk you through how to invite new users.
In this article:
Inviting Users
You can make the Wiza available to other members of your team as your scale your lead prospecting efforts. To get started, invite users to your team:
Navigate to Team.
Select Invite user.
List multiple email addresses to add multiple people.
They'll receive an invite link via email to join your team
Note: Users do NOT need to create an account/login before getting invited to a Wiza team.
Adding seats to plan
Wiza blocks new invitations when your team has reached its seat limit. Add the seats you need, then send the invitations again.
Navigate to Team.
Select Add seats.
For a standard plan, choose the new seat count and confirm the change.
For an Enterprise plan, select Email Customer Success and send your request to success@wiza.com.
If you remove users and no longer need their seats, use the same process to reduce the seat count. Enterprise seat changes are handled by Customer Success.
If you need help with a standard plan, contact us through live chat. For Enterprise seat changes, email success@wiza.com.
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.
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!
Manage Pending Invites
To check if someone hasn’t accepted their team invite yet, head to the Team tab and click on “Manage Invites.”
In this section, you’ll see a list of all pending invitations, including:
The email address you invited
The assigned role (User or Admin)
The date the invite was sent
This makes it easy to follow up with anyone who hasn't joined your team yet.
When you hover over their name, you also have the option to resend the invite or delete it.
💡 Need help? Click the chat icon in the bottom right to message support.