Don't keep it to yourself!

 

Like most things in life, Futrli is better with friends! It's easy to collaborate and your team can be assembled in a matter of minutes.

Working together in Futrli results in improved workflows and increased efficiency across your business, so let's run through the process of getting some invites sent out.

 

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Who can invite who?

 

This particular guide is for those who are workspace owners (those who created the Futrli account). If you joined Futrli via an invite, information on how you can invite others can be found here.

If you're the workspace owner, you have the power to invite anyone. But first up, we need to run through what roles are - they play a key part in the invitation process!

 

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Know your roles

 

Roles are what determine the permission levels your invitee will have in Futrli. For example, you might not want a member of your marketing team to have access to all of your financial information, but you would want your Head of Finance to have the ability to see those figures.

We've given you five roles to get started, two of which are set in stone and can't be edited:

 

Super administrator (not editable) - Access all areas for all organizations with the ability to create and manage roles, invite people into the team, manage organizations and data, as well as access billing information. 

Administrator (editable) - Ready for you to set permissions.

People manager (editable) - Ready for you to set permissions.

Data manager (editable) - Ready for you to set permissions.

Guest (not editable) - For those you want to allow to look, but not touch. Guests will only have viewing access, they won't be able to add/manage/change anything.

 

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Create your own roles

 

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The roles page

 

As well as the five roles you've been set up with, you have the ability to create a further nine roles, each with customizable settings. You can tailor their permissions so they can or cannot access:

 

Create and manage roles

Manage people

Manage organizations and data

 

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Sending the invite

 

Now you know about roles, we can get into the invitation process. In the top right of the window, you'll see a cog icon alongside a question mark and your initials. Hit that cog and you'll find yourself in your 'Settings'.

Of the three tabs at the top of your screen: 'Organizations & data' lists the organizations you have on your account and the integrations connected within those organizations. 'Roles' is where we've just been, setting permission structures. The third is where we're going to navigate to, 'People'.

 

Screenshot_2019-07-24_at_10.53.36.png

The people page

 

You just need to hit the option 'Add a new user' in the top right of the window. The required details can then be inputted (first name, last name, and email), before either hitting the plus symbol to send a further invite, or 'Next' to continue.

Now, select which of the roles you'd like to assign to this person. Choose from the dropdown menu before again hitting 'Next'.

The list of organizations within your Futrli workspace will now show, ready for you to select which to grant access to. Within those organizations are their connected integrations, Xero for example. Tick which you'd like the invitee to have access to and hit 'Next'.

The last step - this is your last chance to make any changes! You'll see a pencil icon in each box. Hit this if you want to make any changes. If you're happy, hit 'Send' and your invite will make its way to your invitee's inbox!

 

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Where can I learn more?

 

If you would like further information on inviting someone into Futrli, see this help guide. For information on making changes to someone's Futrli account, take a look at this help guide.

 

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What's next?

 

Now we've covered the basics of Futrli, you should be feeling more at home!

You can now explore our Help Centre or read our next guide - Using Futrli moving forwards

 

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