Arrow left
Back to guides
Settings

How to invite and manage team members in LiveFlow

How do I invite a team-member to my LiveFlow account?

1. Open LiveFlow

2 - Click on your Workspace icon

3 - Go to Members

4. Click Add Member

5. Insert the email address of the person you'd like to invite and choose the appropriate access level. Learn more about access levels here.

6. Your invitee will now receive an email with a link to set up LiveFlow

7. Once the invitee has signed up, they will be added to your workspace and you can manage their access level.

How do I manage my members?

  1. Click on your workspace icon in LiveFlow
  2. Go to Members
  3. Here you have an overview of your members and their access levels

Learn how to do this step-by-step in the video below 👇

Automate financial reporting with LiveFlow

Want to eliminate manual updates of your Excel & Google Sheets models?

Yes, show me how

Need help?

Our team is here to help you any time between 9am and 10pm EST.
Check Icon
Email us at: help@liveflow.io

Liked this article? Then you'll love the ones below

No items found.