To get started, go to Settings ⚙️ → Invite & Manage Users
In the Internal Users tab, click Invite New Internal User, then enter their first and last name, and email address.
When inviting a user, you can also allow them to:
Access all chatrooms across the platform
Or limit access to only the chatrooms they create
Note: This section is to invite internal team members only. To invite a client, go to the Client Portal, create a workspace, and invite them from there.
You can assign one of the following roles:
Role | Access Level |
Owner (Paid Seat) | Full access to all settings, billing, users, and content. |
Regular Member (Paid Seat) | Can create, modify, and delete all items–no access to account settings. |
Limited Member (Paid Seat) | View and edit only the workspaces they own (via a ownership of a project, contact, or company). Join all chat rooms if enabled, otherwise only the ones they create. |
Contractor (Free Seat) | Can only access assigned projects/tasks. Can upload files, log time, and create expenses. No access to invoices, reports, settings, etc. |
Accountant (Free Seat) | Can view/export quotes, invoices, recurring invoices, expenses, and transactions. No access to other modules. Great for external accountants. |
Important: To change user roles, you'll need to upgrade to Hubflo Unlimited.
Revoke Access
For security reasons, only owners can revoke user access.
Go to Invite & Manage Users
Select the user
Click Revoke Access
The user will be logged out immediately and their account deactivated.
⚠️ To reactivate a deactivated account, contact Hubflo Support.
💬 Need help? Reach out anytime from your Hubflo dashboard or email our Support team at [email protected].