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Invite Internal Users

Invite your team and assign them the right permissions

Hubflo Team avatar
Written by Hubflo Team
Updated over 2 weeks ago

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.

  1. Go to Invite & Manage Users

  2. Select the user

  3. 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].

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