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How to invite and manage team members in LiveFlow

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

1. Open LiveFlow

Open LiveFlow Dashbaord

2 - Click on your Workspace icon

Create LiveFlow report

3 - Go to Members

Share LiveFlow report

4. Click Add Member

Add member in LiveFlow report

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.

protect sheets and ranges from the menu bar

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

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