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Inviting members

Owners and admins invite teammates by email and choose their role. New users get an invitation link. People who already have an active Flero account are added straight away.

The Invite Member dialog with an email address entered, the Role dropdown set to Editor, and Cancel and Invite buttons.The Invite Member dialog with an email address entered, the Role dropdown set to Editor, and Cancel and Invite buttons.

How to invite

  1. Open Settings → Workspace → Members & Roles.
  2. Click Invite Member.
  3. Enter one Email Address.
  4. Pick a Role: Admin, Editor or Viewer. Editor is selected by default. See Roles & permissions.
  5. Click Invite.

What happens next depends on who you invited:

Invitee What Flero does
New to Flero Creates a pending account, emails an invitation, and shows you the invite link in an Invitation Created dialog. Click Copy Link to share it yourself.
Invited before but never accepted Sends a fresh invitation and shows the new link. The old link stops working.
Has an active Flero account Adds them to the workspace at once. No email is sent, because they can already sign in.
Already a member Refuses with "User is already a member of this workspace".

If the email could not be sent, the dialog title reads Invitation email failed. The person is still added. Copy the link and send it to them directly.

The owner role cannot be granted. Each workspace has one owner: the person who created it.

  • An invite link is valid for 24 hours.
  • It works once. After the person sets up their account, the link is used up.
  • Sending a new invitation replaces the previous link.

What the invitee sees

There is no public sign-up. People join Flero through an invitation.

  1. They open the link from the email and see Join Flero. They click Get started.
  2. They enter a first name, last name and password (at least 8 characters), agree to the Terms of Service and Privacy Policy, and continue.
  3. A few short screens follow: their role, what Flero does, and which tools they use. These help Flero tailor the welcome. They are not saved as permissions.
  4. They click Enter your workspace and land in the workspace, signed in.

See Signing up and logging in.

An expired or used link shows "Invitation not valid. This invite link is invalid or has expired." Send them a new invitation.

A pending invitee who tries to sign in before accepting sees "Please accept your invite before logging in."

Pending and inactive members

The members list shows a status for each person:

Status Meaning
Active Signed up and has access
Pending Invited, has not set up their account yet
Inactive The account is deactivated

For a pending member, owners and admins have two extra actions:

  • Copy invite link: copies a working link to share by hand.
  • Resend invitation email: sends a new email with a fresh link.

Changing a member's role

In Members & Roles, pick a new role from the member's role dropdown. The change applies at once.

The owner's role is locked. Only owners and admins see the dropdown. Everyone else sees role badges.

Removing members

In Members & Roles, click Remove from workspace on the member's row and confirm.

  • They lose access to the workspace at once.
  • Workflows they created stay in the workspace.
  • If this was their last workspace and they are not an organization member, their account is deactivated. Signing in then shows "Your access has been removed. Contact your administrator." Adding them to a workspace again reactivates the account.

You cannot remove the owner, and you cannot remove yourself from this screen.

Tips & gotchas

  • Start with Viewer when unsure. You can raise a role later in one click. See Roles & permissions for what each role can do today.
  • Invite one address at a time. The dialog takes a single email.
  • Links expire quickly. If someone is on holiday, wait and use Resend invitation email when they are back.

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