Skip to content
Docs
flero.ai

Inviting members

Bring teammates into your workspace.

📸 Screenshot needed: workspaces__invite-modal.png, Invite member modal with email field, role dropdown (Admin / Editor / Viewer), optional message text area, and "Send invite" button.

How to invite

  1. Settings → Workspace → Members (or the Invite member button at the top of the members list).
  2. Email address(es), one or more, comma-separated.
  3. Role, Admin / Editor / Viewer (Roles & permissions).
  4. Personal message, optional. Included in the invite email.
  5. Send invite.

Flero emails each recipient a link of the form /invite/<token>. The link is valid for 7 days.

What the recipient experiences

  1. They get an email: "You've been invited to join <Workspace> on Flero" with a button.
  2. Clicking the link takes them to /invite/<token>.
  3. If they're not signed up, they create an account first (or log in if they already have one).
  4. They click Accept invite.
  5. They're added to the workspace with the role you specified.

Pending invites

Members list shows pending invites alongside active members, with status Invited and a Resend / Revoke action.

  • Resend, generates a fresh email with the same token (or a new token if the old one expired).
  • Revoke, invalidates the token. The recipient can no longer accept.

Removing members

Members list → row → Remove from workspace.

  • The user loses access to the workspace immediately.
  • Their Personal credentials in this workspace are deactivated.
  • Workflows they own remain (ownership transfers to the workspace as a whole, or you can re-assign).
  • Their identity remains in audit logs.

Removal does not delete their Flero account, they may still be members of other workspaces.

Bulk import

For large team rollouts, Members → Bulk invite accepts a CSV with columns email,role. Up to 500 invites per file.

Changing a member's role

Members list → row → Change role. Role changes take effect immediately. The user is notified.

Tips & gotchas

  • Default role for new invites is settable in workspace settings, pick Viewer for the safer default.
  • Email domain matching. On enterprise plans, you can restrict invitable email domains (e.g. only @acme.com). Useful for stopping accidental external invites.
  • Invite tokens are single-use. If a recipient clicks twice, the second click says "already accepted".
  • Pending invites count against your member quota for billing purposes on some plans.

Found something out of date? This page lives in the Flero docs content set.