There are 3 ways to invite someone to Flow. All 3 require First Name, Role, and either an email address or a username.
Email invite (recommended)
An invite email is sent to the person, and they set their own password.
Go to Organization settings → Users and select Invite user.
Choose Email invite.
Enter their email address, first name, and role.
Select Send invite.
Use this unless the person has no email address.
Email + temporary password
Use this when you need to set the person up immediately, without waiting on an email invite.
Go to Organization settings → Users and select Invite user.
Choose Email invite, then turn on Set a temporary password.
Enter their email address, first name, role, and a temporary password.
Select Create account.
Share the email address and password with the person directly.
The person will be prompted to set a new password the first time they log in.
Username + temporary password
Use this for staff who don't have an email address.
Go to Organization settings → Users and select Invite user.
Choose Username.
Enter a username, first name, role, and a temporary password.
Select Create account.
Share the username and password with the person directly.
As with the email + temporary password method, the person will be prompted to set a new password the first time they log in.
Required and optional fields
First Name — required
Last Name — optional
Email address or Username — one of the two is required
Role — required
Temporary password — required only if you set one instead of sending an email invite
If you have any questions or feedback, please contact support at [email protected].