Inviting members to your organization on Flowcode streamlines collaboration and ensures seamless access to assets, data, and insights. This fosters enhanced productivity and cohesive management within your organization.
Here are the steps to access the member invitation flow.
Step 1:
Once you're in your Workspace, select the 'Organization admin' button in the top right-hand corner of your screen.
Step 2:
Select 'Members' in the navigation bar on the left side of your screen.
Step 3:
You'll then land on a screen where you can manage members. Select 'Invite new members' in the upper right-hand corner.
Step 4:
You'll see this drawer to invite members to your organization. The first step is to select an organization role for these new members.
Please note: All invited members will have the same organization role. So, if you'd like to invite Organization Admins and Users, you'll have to send two separate invites.
Inviting Organization Admins: After selecting 'Organization Admin' and clicking 'Next', you can type or paste in up to 20 emails:
Please note: Org Admins by default have access to all workspaces in the organization.
Inviting Organization Users: After selecting 'User' you will see a third step appear titled 'Assign workspaces and roles'. After adding emails in step 2, you'll see this screen to search for workspaces to add these users to:
After selecting a workspace, you can decide which workspace role to assign the users to:
Please note: All invited members will have the same workspaces and workspace roles. You can adjust their workspace roles by clicking on their email in the 'Members' list and making adjustments in the below modal:
Step 5:
Next, click 'Send Invites' and you're all set! Your colleague(s) will receive an email from 'Team Flowcode' with the subject line 'Let’s activate your account', and they will appear under the 'Pending' tab of the 'Members' dashboard. Once they accept the invite, they will appear under the 'Active' tab.
