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How to add teammates and assign roles in FlowForce

Last updated on Nov 09, 2026

Go to Teams in the ADMIN group of the sidebar and click Add member. Enter the person's email, choose a role, and send the invite. The Free plan has one seat, so you need a paid plan to add anyone else.

The Team members page with the Upgrade to add members button

Before you start

  • Only admins can add members.
  • The Free plan includes 1 seat. On Free, the button says Upgrade to add members.
  • Pick the lowest role that lets the person do their job.

Steps

  1. Click Teams in the ADMIN group.
  2. Make sure the Users tab is selected.
  3. Click Add member.
  4. Enter the person's work Email and choose a Role. Both are required.
  5. Fill in anything else you want, such as their name, phone number, job title or address, and choose a Team if they belong to one.
  6. Click Send invite.

The person gets an invite by email. They accept it with their name, Google or Microsoft. See How to accept a FlowForce team invite. Invites nobody has accepted yet show in a pending list with the email, the role and the expiry date. You can revoke one from there.

Roles

FlowForce comes with preset roles. Find them under your profile menu, then My Company, then the Roles tab.

  • Sales Rep works their own records only. They have full access to the leads, deals, activities, meetings and services they own or are assigned, and cannot manage users or teams.
  • Viewer can read leads, deals, activities and meetings, but cannot change them, and sees their own records only.
  • Team Lead has everything a Sales Rep has, plus lead assignment.
  • Manager can view all records, not only their own, and manage more of the workspace.
  • Phone & SMS Admin manages phone numbers, voice and SMS setup.
  • Finance manages commissions, payouts and financial reporting.
  • Operations handles logs, the email delivery queue and lead imports.

Click Create role on the same tab to build a custom role.

The Roles tab with the preset roles

If it did not work

The button says Upgrade to add members. You are on the Free plan with one seat. Upgrade to add more.

The invite never arrived. Ask the person to check spam. If it is still missing, revoke it and send a new one.

A teammate cannot do something. Check their role on the Roles tab and move them to a role with more access.

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