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Organisations

Organisations and organisation users is the best way to invite external vendors or customers into your system and allow them to view specific data only related to them. This section outlines how to create and mange new organisation groups, invite new organisation users, manage existing organisation users, and utilize various organisation related features.

Accessing the organisations list​

To manage users within the Flow platform:

  1. Go to the "Organisation" tab in the Site Settings.
  2. You'll be presented with a list of organisations.

How organisations are structured​

Organisations are created so that you first have to create or select a organisation group and then you can invite your users.

tip

Its generally suggested to always have a global group and a company/organisation specific group so that a user always have two organisation groups. This way you can manage general permissions in the global group.

Creating a new organisation​

  1. From the organisation groups list click "CREATE".
  2. Fill out required fields and permissions.
  3. Click "SAVE" to save the organisation.

Inviting external organisation user.​

  1. From the organisation groups list find and select the organisation group that you wish to add users to.
  2. Click on the users icon to access the list of users in this organisation group.
  3. Click on the "INVITE" button.
  4. Enter the user's email address and verify the group list is correct.
  5. Click "SEND" to invite the user.

Once invited, user will appear in the "Invites" tab. Upon completing their account setup, they will move to the "Active" tab.

Managing users​

Though users and organisation users are different in how structure, they have the same UI in regards to managing a user. Please read the instruction on how to manage users to learn more.