Invite other users to Futrli

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

Updated this week

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 on the top right, then click Manage users.
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  2. Once in the users section click Add user.
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  3. Enter their full name.

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

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