Inviting organization members

3 minute read

Learn to invite new team members to your organization.

Flow is all about collaboration, so getting your co-workers into Flow and working in your account is really important. Luckily, it’s really simple to invite your teammates from anywhere in the app. 

Inviting via Custom URL

The first option is to create a custom URL that anyone with a particular email domain can use. You can set this up when you create an organization, but you can also set up a custom URL anytime in your Organization settings. 

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To do so, click v next to your organization name on the left side of the blue header bar and select “Organization Settings.” 

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In the Organization Settings dialog under General > Organization Signup Mode, select “Any email addresses from these domains,” enter your organization’s email domain(s) and below it the custom URL you want your organization to join through. When you’re finished click “Save Settings.” to apply the changes. You can now share that link with your teammates so they can join when they’re ready. 

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Here, you also have the option to enable manual inviting and to determine who can invite new members. You can choose to allow only Organization Owners to invite new users by selecting “Owner invitation only” or to allow General organization members to invite new people too by selecting “Invitation only.” 


Inviting on the People page

If you choose to manually invite organization members, you can jump to the People page by clicking “People” in the blue header bar. Here you’ll see an “Invite new members” button in the top right corner of the page. 

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Click to open the invite field and enter the email address of the person you want to invite. You can enter multiple email addresses in this field.

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Once you’ve entered their emails, you have the option to limit their account, which means they will only have access to those teams, projects and chat rooms that you specifically invite them to. You can also limit someone’s account later via the user pane on the People page. 

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If you choose not to “Limit their account,” they will be added as a General member to your organization which will give them access to any unlocked team, and any shared projects in that team. 

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You can also promote them to Owner on the People page by clicking the user’s avatar to open the user pane and then clicking “Promote to owner.” You can learn more about organization roles here

Inviting from teams, projects or chat

You can also invite new members directly from team, chat, or project invitation form. Adding a user via the team invite form, which you can learn more about here, will present you with the same option to limit the user’s account. If you choose not to they will be invited as a General organization member. 

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To invite from the project form, click the v icon next to “Shared with” at the top of the project view and select “+ Invite guests." Inviting someone to a project who isn’t in your organization will add them to the organization as a Limited member of the organization and a Guest in the Team, which means that they will only see the projects you specifically invite them to and cannot create or edit projects. 

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To invite from the chat invite form just click the member count in the top right corner of the chat room and in the popover that opens, select “Add.”  You’ll then be presented with an invite window where you can enter the invitee’s email address and limit their role, if needed. 

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If you exceed your plan limits at any time while inviting new users, Flow will prompt you to upgrade your plan before continuing. You can also see how many current members you have on your organization and your plan’s user limit at any time in the Organization section of your Account Preferences under "Subscription".

Sending Invite Reminders

If you notice that someone on your team hasn't activated their account/updated their profile or they say they haven't received the email yet, you can quickly send them another invite. Just click their avatar on the People page and then the "Resend invite" link next to their email address in their user pane. 

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You should see a success message if the email is successfully resent. If you see an error message or your teammate is still not receiving the email, please reach out to our support team.

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