Account

Team

Invite as many people as you like to work in Flow with you. Every plan includes unlimited members. Each person is either an owner or a member.

What it's for

With your team in Flow, whoever is working on a project can record its updates and invoices. The notes stay up to date, whoever is in that week.

Last updated

Who can do this: Owners invite and remove people. Members can see who's on the team.

Invite someone

  1. Open Team from the top bar.
  2. Type their email address under "Email".
  3. Choose Member or Owner under "Role".
  4. Click "Send invitation".
  5. Copy the link Flow shows after "Invitation created. Send this link to them:".
  6. Send the link to them yourself, by email or in a message.
The Team page after Send invitation, showing the link to send and the new person listed as Invited.
Sample data.

Flow doesn't email the invitation for you. Until the person joins, the list shows them as "Invited". The link works for 7 days.

Accept an invitation

These steps are for the person you invited.

  1. Open the link you were sent.
  2. Type your name under "Your name".
  3. Choose a "Password" of at least 10 characters.
  4. Click "Join".
  5. Sign in with your email address and the new password.
The Join the team page, asking for your name and a password, with a Join button.
Sample data.

After you click "Join", Flow opens the sign-in page and says "Your account is ready. Sign in to continue."

You may already use Flow with another agency. If so, the password you choose here replaces your Flow password for every agency you belong to. If you type a name, it replaces your name too.

To move between agencies, use the switch on the home screen.

An invitation link works for 7 days. After that, it opens a page that says "We couldn't find that". The invited person should ask an owner for a new link.

  1. Open Team from the top bar.
  2. Type the same email address under "Email".
  3. Choose the role under "Role".
  4. Click "Send invitation".
  5. Send them the new link.

You can invite someone again in the same way before they join. It gives you a new link, and it can change the role they'll join with.

Owner or member

Owner Member
Engagements, clients, updates, invoices and notes Yes Yes
Account settings Change View only
Invite or remove people Yes No
Deliverability Yes No
Billing and plan Yes No
Delete a contact or the account Yes No

If a member opens a page that only owners can use, Flow says "You don't have access to this".

Change someone's role

Flow can't change the role of someone who has already joined. Email marshal.yung@gaiaco.io from your owner address with the person and the role you want, and we'll change it for you.

Remove someone

  1. Open Team from the top bar.
  2. Point at the person's row and click "Remove". On a phone or tablet, "Remove" is always showing.
The Team page listing four people, each with their role and whether they have joined.
Sample data.

Flow doesn't ask you to confirm. They lose access to this agency straight away. Anything they recorded stays.

You can also remove someone who hasn't joined yet. They can no longer join with their link.

Flow can't invite someone again once you've removed them. If you need them back, email marshal.yung@gaiaco.io and we'll help.

There's no "Remove" beside the last owner, because every agency needs at least one.

Related

  • Account settings

    The name on your notes, where replies go, your timezone and payment link.

  • Plans and billing

    Plans and limits, upgrading, your card, failed payments and cancelling.

  • The home screen

    What's active, what's going out this week and what's owed, on one screen.

Still stuck? Email marshal.yung@gaiaco.io.