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Invite other users to Futrli

How to invite your colleagues, accountant, client, or anyone else to your Futrli workspace.

Updated over 6 months ago

You can invite anyone into a Futrli workspace and control which organisations they have access to.


Who can send invites in Futrli?

The ability to send invites depends on your own role in a Futrli workspace.

  • Super administrators - Can invite a user to have any role, including super administrator

  • Administrators - Can invite a user to be an administrator, people manager, data manager, or guest

  • People managers - Can invite a user to be a people manager, data manager, or guest

  • Data manager - Unable to send invites

  • Guest - Unable to send invites

๐Ÿ“ŽNOTE: If you're unable to send an invite, you need to contact a super administrator on your workspace.


How to add a Futrli user

  1. In an organisation click on the organisation name in the top right, then click Manage users.
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    Manage users section in organisation dropdown.

  2. Once in the Users section, click Add user.
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    Users section.


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  3. Enter their full name.

  4. Enter their email address.

    ๐Ÿ“ŽNOTE: This is the email address their welcome email is sent to, and what they use to log in to Futrli.โ€‹

  5. Select their role.

  6. Select the organisations you want them to have access to.โ€‹

  7. When you're done, click OK.

The user then receives a welcome email inviting them to your Futrli workspace and a link to create their Futrli account. Once set up, the user can switch between their own workspace, and workspaces they're invited to.

๐Ÿ“ŒTIP: Use our interactive walkthrough about how to invite users into Futrli.

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