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Add team members (users)

How to add team members and inFlow plan add-ons

As an administrator, you can add new team members or plan add-ons to your company’s account as the needs of your company change and grow.


Adding new team members

  1. With an administrator account, go to
  2. Scroll to the Team members section and click on the Invite member button.
  3. Enter the email address and display the name of the person you’re inviting, then click Next.
  4. On this page, you can edit the team member’s access rights for inFlow before you send the invitation.
  5. Once everything is set, click Send invite to send the new team member a verification email to log into your inFlow database.

New inFlow Cloud trials viewing the sample data can’t add new team members. Switch to your company to add others to your inFlow account.

Steps for newly invited team members

  1. The newly invited team member will receive an email titled Action required – Please accept your invite to inFlow Cloud by verifying your email address. They’ll have to verify their email address by clicking the link inside the email.
  2. They will then be asked to choose a password. This email and password will be their login credentials to connect to your company’s inFlow Cloud account.
  3. After choosing their password, they can install inFlow Cloud for Windows or log into the inFlow Cloud web or mobile app.

How to remove team members

  1. With an admin account, go to
  2. Scroll to the Team members section and click on the X button beside the team member you would like to remove. Removed members will immediately stop having access to inFlow.
  3. Follow the steps in the above Adding team members section for adding a replacement team member.

Don’t replace one team member account with a new one, as historical data will be changed. Always remove an inactive team members and add a new team member with the steps above.

Setting access rights for your team members

If you’d like to set access rights for all your team members, see this article for steps.

How to add plan add-ons to your inFlow plan

When your team has outgrown the plan you’re subscribed to, you have some options to customize the plan to meet the needs of your team. Admins can add add-ons at any time. See below for details.

  1. With an admin account, go to
  2. Click on the Upgrade my subscription button.
  3. On the plan page, you will see a list of plans. The plan your team is subscribed to will say “Current plan“. You can choose from any of the features in the ADD-ONs section of your plan.
  4. Toggle on any features that your team needs, then click on the Update button.
  5. Review the payment information, then click on the Pay button.
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In this tab
  • Adding new team members
  • How to remove team members
  • Setting access rights for your team members
  • How to add plan add-ons to your inFlow plan
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