To invite members to your FlowShare Portal, open the link in your browser and log in as an admin. You can invite users one-by-one or in bulk with a CSV upload.
Invite one person
1. Click on the “Manage Members” menu item on the left.
2. Click on the “Invite members” button at the top right corner.
3. Enter the e-mail address, the first and last name of the member you want to invite.
4. Select a role for the new member. You can choose between “Admin”, “Author” and “Chatter”.
Admins can view and delete everything, can see invoices and manage the members in the organization.
Authors can publish and manage flows and also use the FlowShare Assist.
Chatters can use the Flow Library as well as ask questions in the FlowShare Assist AI assistant.
5. After you’ve selected a role, click on the “Invite” button to send the invitation.
6. The invited member will receive an e-mail with an initial credential to the Portal.
Invite members in bulk with CSV
Inviting multiple team members to the FlowShare Portal is quick and simple using our bulk CSV upload feature. Follow this guide to upload your team and get them started right away.
Create a CSV file with user details
Prepare a comma separated CSV file (download a sample CSV file) containing the following pre-defined columns:
email (mandatory) - to list all the emails to be invited
first_name (optional) - first name of the member
last_name (mandatory) - last name of the member
role (optional) – valid values:
admin,author, orchatteror if you leave it empty then it will be the default read-only role.
The maximum is 500 rows to be uploaded at a time.
How to upload the CSV?
Log in to your FlowShare Portal account.
Navigate to Portal > Manage Members.
Click on Invite Members.
Select Upload CSV and choose your prepared file.
If the CSV is not fully correct, it will be listed what to fix so you can review the data and confirm the upload or go back and edit the CSV.
Once confirmed, the invitations are automatically emailed to all the listed members. They’ll receive a link to join and set up their accounts based on their assigned roles.