There are 3 ways to invite someone to Flow. All 3 require First Name, Role, and either an email address or a username.
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.
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.
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.
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].
