Invite Users to a Flow Workspace

Any internal user that is a member of a workspace can invite other members to that workspace. In a flow workspace, follow these steps:

  1. Click on the '...' ellipses icon, of the icons of members added to the workspace.

  2. Select Members, then click on + Invite Members.
  3. Type the email addresses of the user to invite. Depending on the type of user you are inviting, click on + Invite New Client or + Invite New Internal User
  4. Then click Invite.

Alternatively, you can also invite users using the shareable workspace link to send them a unique workspace invitation URL. You can also invite users to a workspace by assigning them to an existing role. 

When inviting a new client, admins will see an option to add them to an existing client group in the portal. 

To invite users to existing roles in an instant flow workspace:

  1. Click on the User Role icons in the top right of the Flow section. 
  2. Click on Invite for each role.
  3. Add an email or phone number of the user you would like to assign to each role.
  4. Next, click Invite New Client or Invite New Internal User to complete assigning each role and it's associated actions. 


For more details see Invite New Clients and Invite New Internal Users.

Existing users that have been invited to a workspace will automatically see the new workspace appear in their timeline, in addition to receiving an email notification. 

Only admin users are able to invite new internal users, but any internal user can invite new clients. Internal users without admin permissions can only add other internal users that are already in the platform.