Why add teammates
You can run a whole workspace alone — Waxe drafts, you review and send. But most service businesses want a few people involved: someone to write, someone to check pricing, someone to approve before a proposal leaves the building, and someone to handle billing.
Adding teammates means each person works under their own profile, so edits, approvals and history are attributed correctly. It also lets you set up an approval ladder so important documents get a second look before they go out.
Invite a team member
Open team settings
Go to the workspace settings and find the team or members area.
Send an invitation
Enter the person's email address. They'll receive an invite to join your workspace.
Choose a role
Pick the role that matches what they'll do — for example a drafter, an approver, or an administrator.
They accept and set up
Once they accept, they sign in, complete their profile and can start working at the access level you chose.
Choosing the right role
Match the role to the job. As a rule of thumb, give people the least access they need to do their work well — it keeps sensitive areas like billing and team management in the right hands.
- Drafters and editors need to create projects, brief Waxe and edit documents.
- Approvers additionally need to review and sign off documents before they're sent.
- Administrators manage the team, roles and workspace-wide settings, including billing.
- Occasional contributors may only need access to a single project or a read-only view.
For the exact capabilities behind each role, see Permissions explained. You can change someone's role later, so start conservative and widen access if they need it.
Manage membership over time
Teams change. Someone moves to a different responsibility, a contractor finishes a project, or a person leaves entirely. Keeping membership current is part of keeping the workspace secure.
- Change a role when someone's responsibilities shift.
- Remove access promptly when a person leaves or no longer needs the workspace.
- Review the list periodically so only current colleagues remain.
Cover for absences
When an approver is away, you don't want documents stuck in a queue. waxTable can route approvals to a stand-in so work keeps moving. Set this up under Out-of-office routing.