Learn how to manage your teammates' roles on SleekFlow.
Learn how to invite teammates to SleekFlow
To invite a new user, click on the "Invite User" button on the top right-hand corner of the screen.
A prompt to invite users will appear. Choose the correct role, select the Expiration date and press the "Copy" button. Then you can paste the link for your teammate to register their accounts.
You can also press "Or send invitation email" button to send an invitation email directly.
The new team member will be added to the list of users with a "Pending" tag.
The invited team member should check both the email and junk or spam folders for the email invitation to join the team on SleekFlow.
To join the team, click on the blue "Join" button in the email.
The new team member will be redirected to SleekFlow and create a SleekFlow account to be added to the team.
Fill in all the basic information and click on the blue "Join SleekFlow" button at the bottom.
Once that is done, the new team member will be added to your list of users.
To edit a team member's role and basic information, hover over the team member's name and click on the "Edit" button.
Make changes such as editing the team member's profile picture, basic contact information, phone number, time zone, teams and user role.
Once the edits are completed, click the "Save" button to make changes.
To remove a user, hover over the team member's name and click on the white "Remove User" button.
Click on the "Remove User" button.