Invite other users to Futrli

How to invite your colleagues, accountant, client, or anyone else to your Futrli workspace.

Updated over a week ago

You can invite anyone into a Futrli workspace and control which organisations they have access to.

Who can send invites in Futrli?

The ability to send invites depends on your own role in a Futrli workspace.

  • Super administrators - Can invite a user to have any role, including super administrator

  • Administrators - Can invite a user to be an administrator, people manager, data manager, or guest

  • People managers - Can invite a user to be a people manager, data manager, or guest

  • Data manager - Unable to send invites

  • Guest - Unable to send invites

๐Ÿ“ŽNOTE: If you're unable to send an invite, you need to contact a super administrator on your workspace.

How to add a Futrli user

๐Ÿ“ŒTIP: You can click the GIF below for a visual walkthrough on inviting users into Futrli.

  1. In an organisation click on the organisation name in the top right, then click Manage users.

  2. Once in the users section click Add user.


  3. Enter their full name.

  4. Enter their email address.
    โ€‹๐Ÿ“ŽNOTE: This is the email address their welcome email is sent to, and what they use to log in to Futrli.

  5. Select their role.

  6. Select the Organisation(s) you want them to have access to.


  7. When you're done, click OK.

The user then receives a welcome email inviting them to your Futrli workspace and a link to create their Futrli account.

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