You can invite new team members easily by following one of two methods: through the My Team section or directly from a flow. Here’s how to do both:
Method 1: Inviting Through the My Team Section
1. Go to the Settings Menu
• In the upper-right corner of your dashboard, click on Settings and select My Team.
2. Select Invite New User
• Make sure you are in the My Team section (not the Client section) to view the Invite New User button.
3. Fill Out the Invitation Form
• Complete the form titled Invite User To Join by entering the user’s email address.
4. Send the Invitation
• Click the Send Invitation button to email the new member.
Method 2: Inviting Through a Flow
You can also add new users directly from a new or existing flow. Here’s how:
For a New Flow:
1. Create a New Flow
• Enter all the necessary details to set up the flow.
2. Invite Team Members
• In the flow creation process, go to the Team Section and enter the email address of the new team member you wish to add.
For an Existing Flow:
1. Open the Flow
• Navigate to the flow where you want to add a new user.
2. Access the Teams Menu
• On the left side of the flow, click on the Teams section.
3. Add a New User
• In the Teams menu, click the plus button in the top-right corner and enter the user’s email address.
4. Send the Invitation
• The invitation will be sent to the user, granting them access to the flow.
With these two methods, you have the flexibility to manage team invitations either centrally through the My Team section or directly while working on specific flows. If you encounter any issues during the invitation process, feel free to reach out to our support team for assistance.
