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How do I invite new users to my Workspace?

To invite a new user to your Workspace go to the User Management area where you can manage the Users that have access to your Workspace.

You can access User Management from the Profile avatar dropdown menu.

From the User Management area, you can add a new User by clicking the "Add User" button in the User Management area.

Adding & Inviting the User

Input the users First and Last name and their valid email address.

Note: The email address you enter must be their valid address because they will receive an email inivitation that needs to be accepted in order to activate their account.

Setting User Permissions and Access

Once the invitation has been sent you will want to edit their project and feature access. You have two options for setting up the users access:

  • Admin Access - Admin access grants the User access to ALL Projects and ALL Software Features
  • Limited Access - Limited access allows you to control which specific Projects and Software Features the User has access to in your Workspace.

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