How to Invite a User

Once you have created an account and filled in all the necessary information, it’s high time you invited a team.

It is very easy to do—just add a new user and send an invitation. There are two ways to do it:

  • add a user using the top menu, where tasks, companies, opportunities are created
  • or, via the 'User Management' in your profile

To add a new user using the top menu, click on the “+” button to the left next to the Flowlu logo. Click the 'New User' button.

The other way is to click on your profile picture and go to the 'User Management.'

Then, press the 'Invite New User' button.

In the opened panel, choose your employee's email. Other sections can be filled in by a user later.

After sending an invitation to the employee’s email, he/she will get an invitation which contains links to the portal and an automatically generated password. You can set a password for entering the system manually and then tell it to your colleague. For this purpose, check 'Set password' option.

In this case, your colleague will get only one link to log in.

By accessing the system, user can enter information in his profile, upload a profile picture, change a password in the profile settings.