Inviting teammates and setting permissions

Flowdeal is most useful when your whole team works in one system. Inviting people takes seconds, and permissions let you control who has access to what.

Inviting

1. Open Settings → Team.
2. Click the "Invite member" button.
3. Enter your colleague's email address and choose a role for them.
4. The invitee receives a link to sign in and set their password.

Roles

• Administrator, full access, manages settings and billing.
• Member, day-to-day work: managing deals, contacts and activities.
• View only, reading reports and data without editing.