Add a team member and choose what they can see
Give an assistant, co-coach or bookkeeper their own sign-in, with only the access they need.
When you're done, your team member has their own sign-in to your workspace and sees only the parts of Flourivate their role allows.
Clients don't need a seat
Team members are people who help you run your practice. Clients, course students and community members join through your client portal instead. See Invite clients and give them course access.
Before you start
- Time: 5 minutes per person.
- You need: to be the workspace owner or an admin.
- Have ready: their email address and a rough idea of what they'll do (bookings only, marketing, everything).
Roles and templates in plain terms
Every person has a Workspace Role:
| Role | What it means |
|---|---|
| User | Sees only what their permission template allows. Use this for most helpers. |
| Admin | Can see and change almost everything, including settings and other users. |
| Owner | The account holder. Keep this to yourself. |
A Permission Template narrows down what a User can do. Built-in templates include Administrator, Marketing Manager, Sales Manager, Sales Rep, Support Agent, Team Chat only and a view-only Courses template. Click a template's permission count on the Templates tab to see exactly what it includes.
Steps
- Go to Settings > Users & Permissions. You land on the Workspace Team tab.
- Click Add User.
- In Add Workspace User, enter their Email and Full Name.
- Choose a Workspace Role. Start with User.
- Choose a Permission Template that fits their job. Leaving it on Full permissions (no template) gives them everything their role allows.
- Under Temporary Password, leave it to generate one, or click Enter manually to set your own. Keep Force password reset ticked so they choose their own password.
- Decide on Send welcome email. It's off to start. Turn it on to have Flourivate email their sign-in details, or leave it off and share them yourself.
- Click Add User.
Access starts right away
The person can sign in as soon as you click Add User. If you set the password yourself, it's shown once. Copy it before you close the dialog.
Change or remove someone later
Click the three dots at the end of their row in Workspace Team:
- Permissions: change what they can see.
- Set Temporary Password: if they're locked out.
- Edit Details and Availability.
- Copy from User...: give them the same access as someone else.
- Remove from Business (in red): takes away their access to this workspace.
Changing the Workspace Role dropdown in their row also takes effect straight away.
Make your own template
On the Templates tab, click Duplicate on the closest built-in template (or New Template), then tick or untick permissions. Watch for a red dangerous count on a template. It means the template can delete or send things, so check it before you apply it.
Check it worked
- The person appears in Workspace Team. Status shows Pending Password until they sign in and set their password, then Active.
- Ask them to sign in at app.flourivate.com and tell you what they see in the sidebar.
If something's off
- There's no Invite button: that's expected. Add User creates the account straight away.
- They can't sign in: use the row menu, Set Temporary Password, and send them the new password.
- They can't see a page they need: check their template permissions. See Why a page or setting is missing.
- They need to switch between your workspace and their own: see Sign in, reset your password, switch workspaces.