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How to invite team members?

With Peakflo, you can start collaborating with your team members on high-value tasks and increase productivity by over 50% 🚀

Mind that only admins have the right to add team members. Here are the steps to assign roles to users:

Whether you'd like to assign roles for users as account managers or finance teams, watch this video until 1:18 for the tutorial: 

or follow the steps below to invite your team members:

  1. Go to Settings -> User and click 'Add User' that's on the right side of the screen.

2. Next, enter the details of the team member that you want to invite.

3. Select the role based on their position in the company or the types of access you'd like to grant the user.

4. Select the tenant(s) you'd like the user to have access to.

5. If you'd like to assign this user to be the default account manager for collections, please tick the box.

Once you click Save and Close, the created user will automatically receive an email to join your team.