Inviting Users to ProcedureFlow

User Management features are only available to Org Admins.

You can invite multiple users at the same time; note that they will all be assigned to the same entry points with the same role in each. If any users will require different entry points or roles, invite them separately.

1. Click Administration at the top of the page, then click Users.
2. Click Invite Users.
3. Add one or more email addresses.
4. Select the Entry Point Name(s) to which these users will be assigned.
5. Choose the appropriate Entry Point Role for each entry point (defaults to Contributor if no selection is made).
6. Select the organization role these users will have:
   • Normal - Permissions are restricted to the assigned entry point roles.
   • Org Admin - Full control of organization (invite users, create and manage entry points, view reports, and change settings for organization).
7. Click Send Invitations.