To invite colleagues to join your Yesware account, you'll need to have admin privileges or be an account manager. Here's how you can do it:
- Access the Self-Service Portal: Head over to the Menu section of the Yesware Sidebar in O365 and click on "Manage My Teams."
- Navigate to Settings: Once you're in the management area, look to the far left and click on "Settings."
- Find the Users Section: In the Settings menu, you'll see different options on the left-hand side. Click on "Users."
- Add Users: At the top right corner, there's a button that says "Add Users." Click on that.
- Fill Empty Licenses or Purchase New Ones: This button allows you to assign empty licenses or buy new ones if needed.
Please note
- Yesware subscriptions are tied to individual email addresses, so adding a new one means getting an additional license. You'll see any charges before proceeding.
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The people you're adding need to be from a verified domain, usually the same as the Account Managers on your account. If you want to add someone from a new domain, you can contact Support using the "Send us a request" option in the top right corner of the page.
Editing colleagues:
To change the name of a colleague, the user would need to be deleted, and re-added with the correct name. You can also reach out to support@yesware.com and our team can help you edit a user!