Inviting team members via the Side Menu #
If you want to invite one or a few people to your SilkFlo account quickly, use the Invite Team Members button on the left side menu.
Once you are in your workspace, you’ll see the ‘Invite your team’ button on the bottom left-hand side menu.
A modal will open, allowing you to:
- Select the Business Department for the new users.
- Select their System Role (Admins can choose any role; other users can only invite Standard users).
- Add one or multiple email addresses separated by commas (e.g., [email protected], [email protected]).
Click the ‘Invite Team’ button to invite the users.
Invite Users via Settings (Admins Only) #
Admins can also invite users directly from Settings > People.
Steps: #
- Navigate to Settings > People page from the left sidemenu.
- Choose to invite either a single user or multiple users.
- Add emails in the same format as above (comma-separated for multiple users).
- Click Send to invite them.
What’s Next? #
Once the invite has been sent, the following flow will happen:
- The member will be added to your SilkFlo account with an ‘Inactive’ status
- They will be sent an email to signup to your workspace
- When they sign up and log in for the first time, their status will change to ‘Active’.
Roles and access can be updated later in Settings > People, but only the Account Manager has permission to change roles.
