Invite Collaborators

In Wingspan, a Collaborator is a contractor that can send and receive payments through invoices. By inviting a contractor to become a Collaborator with your project, you can effortlessly onboard contractors.

To invite a collaborator:

  1. Log in to Wingspan and go to the Send Payments section from the side menu.
  2. Click Collaborators. The Collaborators page displays.
  3. On the Collaborators page, click the Add collaborator button.
  4. On the Add collaborator page, fill out the following fields:
    1. Collaborator email—the email of the contractor that you want to do business with.
    2. Collaborator company name
    3. Collaborator full name
    4. Collaborator group—you can group different Collaborators based on a variety of factors.
  5. Click Add collaborator to complete the process.

If the Collaborator does not already have a Wingspan account, they are sent an email inviting them to create an account at no cost. If they do have an account and their banking settings are configured, you can send them payments and configure eligibility requirements.

To invite multiple Collaborators:

If needed, you can invite multiple Collaborators at once by using the Bulk upload collaborators feature. The bulk upload can be one of the following file types: .csv, .tsv, .xls, .xlsx, .xml, .txt.

  1. On the Collaborators page, click the drop-down arrow next to the Add collaborator button then click Bulk upload collaborators.
  2. You must upload Collaborators with a spreadsheet. Click Download Example to download a template of the spreadsheet.
  3. Enter your Collaborators data into the spreadsheet according to the template and return to the Bulk upload page.
  4. On the Bulk upload page, optionally, choose a Collaborator group to add the Collaborators to and click Upload spreadsheet.

After the upload is complete, you can manage your Collaborators on the Collaborators page.