User Sub Accounts in TalleFlow
User sub accounts let you bring other people into your TalleFlow workspace (also called a business or brand) so they can help manage projects, clients, and documents.
Vaasu Guduguntla
Last Update il y a 2 mois
šWhat Are User Sub Accounts?
User sub accounts allow you to invite other users into one specific business inside your TalleFlow account.
This is helpful when:
- You have a team helping you run a business
- You manage multiple businesses and want different access per
- business
- You want someone to help with work but not change settings
š„Roles in TalleFlowĀ
TalleFlow currently supports three roles:
ā Account Owner
The Account Owner is the main owner of the TalleFlow account.
- Has access across all businesses
- Can manage settings and users across the account
ā Business Admin
A Business Admin has admin access only for the business they're invited into.
- Can access Business Settings
- Can invite other users into that business
- Can manage business level setup and configuration
ā Business Member
A Business Member has access to work inside the business, but cannot manage settings.
- Can work in the business (projects, tasks, documents, etc.)
- Cannot access Business Settings
- Cannot invite other users
āļø How to Invite a Member or AdminĀ
Invites are sent from the business you want them added to.
- Go to Business Settings ā Members
- Click Invite Member
- Enter their email address
- . Choose whether they should be a Business Admin or Business Member
- Click Send Invite
Ā š©What Happens After You Invite SomeoneĀ
After you send the invite:
- They'll receive an email to join the business
- Sign into their existing TalleFlow account, or
- Create a new TalleFlow account
Once they accept, that business will appear automatically in their Business Switcher.
Ā š¢Accessing the Business (Business Switcher)
After joining, the invited user can switch into your workspace by using the Business Switcher.
That's how they move between:
- Their own businesses
- Businesses they've been invited into
ā Important Notes
- Users only get access to the specific business they're invited into
- If you have multiple businesses, you'll need to invite them separately per business (unless they're the Account Owner