Buy seats / Invite users
In this article you will learn how to buy seats and invite your colleagues to use Oneflow. There is no limit to how many users you can invite to your account - the only requirement is that each user needs a seat.
Buy seats
If you find yourself unable to invite additional users, it means you have filled all available seats, and it's time to secure more.
- Go to Admin > Users > Click + Buy seats.
- Enter the desired number of seats you wish to add.
- Check the box to confirm that you have the right to buy these seats > Confirm.
Invite a user to your Oneflow account
- Go to Admin > Users > click + Invite user.
- Fill in all required fields > Send invitation.
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NOTE Inviting a user does not automatically grant them access to the account or any workspaces. Once the user has been invited, you need to assign them the appropriate role and permissions. |
Access
Once you have invited a user to the account, you can assign them the appropriate access based on what they need to do in Oneflow.
You can:
- Grant the Account administrator role to allow the user to manage account-level settings, users, roles, permissions, and other administrative settings.
- Grant a workspace role to allow the user to access and work with documents within specific workspaces. What they can see and do depends on the role and its permissions.
- Go to Admin > Users.
- Click on the user name > go to Access
- Choose to grant either workspace access or account access.
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ACCOUNT PERMISSIONS - Exclusive for Enterprise Customers As an Enterprise customer, you now have the ability to create custom account roles. This allows you to tailor administrator roles to provide different users with access to specific areas. By default, there will be a standard administrator role with all permissions. |
🔗 Click here to read more about: Custom roles
Complete registration
The user will receive an email where they will need to click Accept invitation to complete the registration process.
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