Adding Members to an Entry Point

Entry point membership features are only available to Org Admins and Entry Point Admins. Note that an Entry Point Admin can only add or remove members to the entry point(s) that they are admins for. An Org Admin does not need to be a member of an entry point in order to manage its membership.

To add a new member to an entry point:

1. Click Administration at the top of the page, then click Entry Points and click the name of the entry point for which you want to add members.
2. Click Members in the left menu.
3. First, check to see if the person is already a ProcedureFlow user: enter their name or email address in the Search members field.
4. If found, select the role they should have in this entry point.
5. If not found:

   1. Click Add members (if you know you'll need to invite multiple new users you can click Send bulk invites to enter multiple email addresses at once).

      

   2. Enter their email address. If they already have a pending invitation to join ProcedureFlow (in a different entry point), you will be notified and you can click Add to add them to this entry point. Otherwise, click Send Invite to invite them to join ProcedureFlow and this entry point.

      

6. The new member is added to the Members list with Contributor role—you can change their role if necessary.