Invite Users to ProcedureFlow (Entry Point Admins)

Note - Entry point membership features are only available to organization admins and entry point admins.

To invite a new user to ProcedureFlow as an Entry Point Admin: 

  1. Click on Administration.
  2. Click Entry Points.
  3. Click the name of the entry point for which you want to add the new user.
  4. Click Members from the left menu.
  5. Use the search members... field to explore existing members and/or the Add members... button to invite new members
  6. Click Send invite to send them an email invitation to join ProcedureFlow.

Optionally, you can bulk invite many email addresses at once using the Send bulk invites button