Creating an account
To create your new Flow account, simply visit the Flow home page and enter your email address in the available field. You can also sign up with with a Google+ account by clicking "Sign up with Google+."
You’ll then be asked to check your inbox for the verification email that was just sent to you (this confirms that there were no typos in your email address during the initial sign up.) Click through the "Verify Your Email" button in the email to be redirected back to Flow where you’ll set up your profile.
On the welcome page, you’ll be greeted with an on-boarding video that takes you through some of Flow’s features and explains how they all work together. It’s only two minutes long and is a great way to familiarize yourself with the app before jumping in. You can move onto the next step at any time by clicking "Next: Create your Profile."
On the Profile page you’ll can set up your account with a photo, your name (as it will appear to others in the app), an 8-character password and other company information. Click "Invite your Team" to move to the next step.
Now you can invite people to work with you in Flow. You have the option of entering their email addresses separated by commas or on separate lines in the available field or importing specific Google contacts. When you’re finished, click "Invite [number] people" (or "I’ll invite people later" if you haven’t invited anyone) to move on.
If you do invite users, the next page will ask you to confirm the invitees and to choose the roles they will have in the workspace. Click "Confirm Roles" to move on.
The next step gives you the option to add a personal message to the invite so your team knows what you’re using Flow for or what they’ll be working on specifically. You can use the default message if that’s easier. Once you’re done, click "Send Invite."
You’ll then be directed into the workspace. There you’ll see orange, pulsing dots that reveal certain features to you. When you’ve finished the video or are through reading the brief description click the
x in the top right corner to close. You can also click "Hide these tips" to prevent them from appearing in the future.
If you’ve invited users to your workspace, you may want to assign them a role, the options being Admin, Member or Guest. You can change member roles at any time in Workspace Preferences, or on the People page by clicking the user’s icon and selecting "Edit Role."
Invitees are automatically assigned "Member" permissions, which gives them access to all non-private/invite-only projects within the workspace and allows them to create workspaces for your Team. They can also be given permission to invite other teammates to the workspace in Workspace Preferences under Settings.
Admins have the added ability to add and remove people, change the roles of workspace participants, and delete the workspace, but do not have access to billing information. Guests, on the other hand, only have access to the projects that they’re explicitly invited to but can comment and complete tasks like members and admins.
You also have the option of making teammates "Subscription Owners" in Account Preferences, giving them the ability to create new workspaces and manage your subscription.