Invite your Team

There are two ways to bring people into your SilkFlo workspace: generate a shareable invite link, or invite people directly by email. Both are available from the same modal, whether you open it from the side menu or from Settings.

Opening the Invite Modal #

  • From the side menu: click the Invite Team Members button on the bottom left-hand side menu.
Invite Team Member button in side menu
  • From Settings (Admins only): go to Settings > People and click Invite.
Invite team member modal

Option 1: Share a Direct Link #

The fastest way to bring on a group of people at once, especially useful in an email, a Teams message, or a company-wide announcement.

  1. In the Direct link section at the top of the modal, choose the role people will join as from the dropdown (e.g. Standard, Admin, Account Owner).
  2. Click Generate link.
  3. Copy the link and share it anywhere you like. Anyone who opens it and signs up joins your workspace automatically with the role you selected.
Only Admins and Account Owners can set the link to grant Admin-level or Account Owner access. Everyone else generating a link is restricted to inviting Standard users.

Option 2: Invite by Email #

Use this when you want to invite specific people and assign each invite the same role and department up front.

  1. Under Or invite by email, add one or more email addresses in the Emails field, separated by commas (e.g. [email protected], [email protected], [email protected])
  2. Select a Role for these users (Admins can assign any role; Standard users can only invite other Standard users).
  3. Select a Department to assign them to.
  4. Click Invite Team.

This now works the same way whether you’re inviting one person or many, from the side menu or from Settings > People. Everyone on the list gets the same role and department, so if you need to bring in people across different roles or departments, send them in separate batches.

What’s Next? #

Once an invite is sent (by link or by email), here’s what happens:

  • The member is added to your SilkFlo account with an Inactive status.
  • They receive an email invitation to sign up to your workspace (email invites) or sign up directly via the link (link invites).
  • When they sign up and log in for the first time, their status changes to Active.

Roles and access can be updated later in Settings > People, but only the Account Manager has permission to change roles.

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Updated on July 21, 2026
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