How to invite a new user to create an account

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User management on Flow Capture is entirely self directed,

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which includes the ability to send invitations to

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users who are brand new to the platform.

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Admins can easily send invites through a simple process by the manage teams panel.

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First log in to your Flow Capture account and then navigate to the administration

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section on the left hand panel and then select the manage teams tab.

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Next,

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you'll want to click the new contact button which will bring up

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a dialog box allowing you to enter the user's contact details.

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Enter their first name,

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last name,

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and the email address they want to use for their account.

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Then click Add.

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It's important to note that at this point,

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all you've done is add them as a contact

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under the production that you're an admin for.

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No invitations have gone out to the user as of yet.

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Now that the user has been added as a contact,

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you'll then need to add them to any folder within that production.

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In order for them to get an email invite,

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select the name,

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click the assigned contact button,

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and they'll be added to the folder selected

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in the middle column with the viewer permission,

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which is the lowest level of permission available on the platform.

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Now that the user has been added to a folder under a live production,

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they'll receive an email informing them of this,

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and assuming they're a brand new user to Flow Capture,

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they'll be prompted to create an account.

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That's it.

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This user has now been invited.

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There are other ways of assigning users to folders that

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will also send them an invitation to the platform

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if they're brand new.

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For more on those workflows,

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please review the other videos related to being an admin.