How to Add Members and Manage them from Admin Settings | Flowace
Learn how to add, find and manage members in Flowace: add one member or many, filter the list, act on several members at once, and see who reports to whom.
The Members page lists everyone in your company in four tabs. Add people one by one or in bulk, edit several members at once, and use the hierarchy chart to follow the reporting chain.
In this video:
- Open Admin Settings from your profile name, click Members, and read the four tabs
- Click the plus button, enter the name, email and role, then save
- Add many members at once with Bulk Upload and the sample file
- Search by name, email or ID
- Tick several members, click Edit, and use bulk actions such as assigning projects or teams and updating members
- Choose columns with Properties and narrow the list with filters, for example Roles: Manager
- Open View Hierarchy to see who reports to whom
Chapters:
0:00 Open the Members page
0:25 Create members
1:07 Find and edit in bulk
1:56 Filter and columns
2:27 View the reporting hierarchy
Example setup used in this video:
- Teams: Accounts Team, Sales Team, HR Team, Design Team
- Members: sample names such as Aditi Sharma, Amara Diallo and Oliver Bennett
Member names, team names and values shown in this video are examples. Set them to suit your company policy.
Full steps are in the help article: [replace with article URL]
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