Before You Begin
Employees must be added to your organization before they can be invited to a plan. If you haven't added the employee yet, go to Team Members and click Add Team Member first.
Adding Employees to an Existing Plan
Open the plan from your dashboard
Click the Actions button
Select Add Participant
Search for the employee by name
Select the employee and confirm
Sending Invitations
Once employees are added to a plan, you can invite them to view it. Invitations send an email with a link to access the plan.
Navigate to the plan you want to share
Click Share Plan in the yellow Add Visibility banner
You'll see three options:
Invite Employees — Sends email invitations and makes the plan visible to employees
Make Visible Only — Makes the plan visible to employees without sending invitation emails
Keep Hidden — Keeps the plan hidden from employees
Select the employees you want to invite (or click Select All)
Choose Invite Employees
Click Confirm
You'll see a confirmation message showing how many invitations were sent.
What Employees Receive
When you invite an employee, they receive an email containing a personalized invitation and a secure link to set up their account.
First-Time Users
They click the link in the email
They're taken to an account setup page
They create a password and add their personal email
Once complete, they can log in and view their plan
Existing Users
If the employee already has a ShareWillow account, they'll see the plan in their dashboard after logging in.
Resending Invitations
Need to resend an invitation? Maybe the employee didn't receive it or accidentally deleted it.
Open the plan
Go to the Payouts tab
Find the employee in the table
Click the Resend invitation icon (send icon) in the Actions column
A confirmation will appear when the invitation is sent.
Need Help?
If invitations aren't being received, ask employees to check their spam folder. For further assistance, contact our support team.