Would you like to invite employees with different roles to Hubflo? Here's how to do it:
1.Invite a colleague
Click on your profile icon at the top right of your screen ⚙️
Then click on "users".
Finally, click on "invite a new member
4. Enter your colleague's details and click on "send invitation":
👀 This is what the email invitation will look like from your colleague's perspective :
2. Manage access :
Again from the settings ⚙️ ➡️ "Users".
As administrator of your Hubflo account, you can manage access for your colleagues:
→ There are 5 types of access:
Owner: full access to your account including settings.
Regular member: can create, modify and delete any item but has no access to settings.
Limited member: can only view, modify or delete items for which they are the owner or a member. They do not have access to the billing section or the client portal
Contractor: They do not have access to the Workspaces and Billing section or the client portal
Accountant: They only have access to Messaging and Billing section of the client portal
ℹ️ To delete or modify a member, please contact support via the chat at the bottom right.