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 | Full access to all settings, billing, users, and content. |
Regular Member | Can create, modify, and delete all items–no access to account settings. |
Limited Member | Can only view, modify, or delete items they own or are assigned to. |
Contractor | Can only access assigned projects/tasks. Can upload files, log time, and create expenses. No access to invoices, reports, settings, etc. |
Accountant | 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.
Need help? Reach out anytime from your Hubflo dashboard or email our Support team at [email protected].