Invite your team and choose their roles
Add people by email, pick a role for each, and resend or cancel an invite that hasn't been used.
1 min readUpdated
Admins add people under Settings → People. Someone new to thruflow gets an email to choose a password; someone who already has an account is added straight away and told by email.
- 1
Open People
SettingsPeople - 2
Click Invite
Enter their full name, work email and, if you like, their title.
- 3
Choose a role
Submitter, Approver, Finance or Admin. You can change it later from the same list.
- 4
Send the invitation
They appear as Invited until they accept. From the row's menu you can Resend invite or Cancel invite….
What each role can do
- Submitter brings documents in and corrects what was read.
- Approver checks orders and bills and approves them.
- Finance prices, posts to the books, sends invoices and records payments.
- Admin does all of that and manages settings, people and roles.
When someone leaves
Choose Deactivate… from their row. They can't sign in to your organization any more, and everything they did stays in the audit trail under their name. Reactivate brings them back.
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Related
- Security & adminRoles and permissionsDecide exactly what Submitters, Approvers, Finance and Admins can do in your organization.
- Security & adminTwo-step verificationAdd a code from an authenticator app to your sign-in, and choose what your organization asks for.
- Security & adminApproval rules: strict or relaxedSeparate who enters, approves and pays, or let a small team do it all while the audit trail notes each waiver.
Still stuck?
Write to us and a person who knows thruflow will answer. Say what you were doing and what you saw.