Add a new user
Tap [Settings] in the main menu on the left. Select Users and then tap + Invite new user. Fill in the new user's information in the pop-up window. Tap Invite.
Login information will be sent to the user's email address. A temporary password will be attached to the email. We recommend that you copy the password. Click Log in.
💡 Tip: Roles define which functions and accesses each user should have in your system.
First login
The invitation email sent to the user will contain login information. A temporary password will be attached, which we recommend copying this before clicking Log in.
The user is then sent to the login page, where they enter their username and password.
Username: Is the email address where the invitation was sent
Password: Temporary password attached in the same email
Type or paste the temporary password and press Log in.
💡 Tip: These settings can be changed after logging in under user settings.
💡 Tip: If a person already has a profile in the CRM, the same login information is used and the welcome email will not contain a new password.
Remove access to a user
To remove access to a user, go to the overview of all users in the system.
Tap [Settings] in the menu on the left.
Select Users and then tap on the name of the user to be removed from AIFlow.
Next, select Remove access to organization and then tap Remove user again.