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How to invite a user to your LiveFlow account

Inviting users to LiveFlow

Alex Finn avatar
Written by Alex Finn
Updated over a month ago

Here's how you can invite a user to LiveFlow:

  1. Open the LiveFlow Web App
    Navigate to app.liveflow.io and log in.

  2. Access Settings
    Click the Settings icon located in the bottom-left corner of the screen.

  3. Go to the Team Section
    In the Settings menu, select the Team tab at the top.

  4. Invite a New User
    In the team panel:

    • Enter the email address of the user you want to invite.

    • Choose their access level from the options below.

    • Click the “Add Member” button to send the invitation.

  5. Access Level Options
    Choose one of the following roles based on the user's responsibilities:

    • Admin: Can manage all account settings and access all features.

    • Editor: Can create and manage reports, refresh data, and drill down into reports.

    • Viewer: Can refresh and drill down into existing reports, but cannot create or edit them.

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