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  • inFlow account
How many inFlow users?

How many inFlow team members (users) do I need?

Each team member of your inFlow Cloud account can access inFlow by using their email address and password, provided there is a stable internet connection.

Plans start with a minimum of two team members, and more users can be added to your plan at a discounted rate. The team member who creates the inFlow account is the Administrator, and they can invite team members to the account.

Having multiple team members in inFlow is one of the best ways to stay efficient and track your day-to-day inventory movement. If you and your team need to work while on the go, you can also sign in to the inFlow Cloud companion Android or Apple mobile app or inFlow Cloud for Web.

What are the benefits of adding team members?

Collaborative working environment

Having multiple people access the database to make changes allows your team to work quickly and efficiently, and your inventory levels will always be up to date.

Personal team member settings

Each team member can customize the default Sales Rep associated with their log-in. When they log into inFlow Cloud and make new Sales Orders, their name will automatically be filled into the Sales Rep field. You can set that up under the Personal settings.

Location autofill

You can also attach a Location to a team member’s log-in.

Example:

Sarah always works at Warehouse B, which can be her default location in inFlow. This way, by default, she’ll always subtract inventory from Warehouse B when she does Sales Orders.

Setting the default locations can save you time and spare the extra clicks it takes to set what locations your team members are working from.

Tracking changes

With multiple team members on your team, you might be wondering how you’ll keep track of who’s made changes to the data.

If each team member who uses inFlow Cloud has a unique account, then you’ll be able to see who has made a particular change by checking the version of orders/products (inFlow Cloud for Windows), or you can use the Team Member Tracking report to view changes made.

Sending emails from their own email address

inFlow Cloud allows each team member to email from their own company email address. This allows Sales Reps to email invoices to clients, and follow up from their own inbox. See how to set up an email address to send invoices straight from inFlow here.

How can administrators manage team members in inFlow?

Team member access rights

Having each employee as a team member on the account allows you to set up permissions that make sense for each team member’s role in your organization.

Conclusion

Based on the above, we recommend that each team member who interacts with your inventory have a profile in inFlow.

If your existing inFlow plan requires more team members, you can add more through the add-ons section in the inFlow Account settings

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  • What are the benefits of adding team members?
  • How can administrators manage team members in inFlow?
  • Conclusion
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