TradeFlow Planner

Invite team members and assign roles

Add people to the workspace, choose what each can change, and buy extra seats when you outgrow the plan.

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Everyone you invite joins the same workspace and sees the same jobs. What differs is what they can change, which is set by their role.

Your plan includes a number of seats. When you need more you can buy additional ones without changing plan — the extra seats are added to the same subscription.

The Team page: four of five seats used, an invite form taking an email address and a role, and a table of members showing each person's name, email, role — owner, admin, member and viewer — and their active status.
One of every role, and a spare seat to invite into.

  1. Open Team

    Choose Team in the sidebar. It shows who's in the workspace, their role, and how many of your seats are used.

  2. Invite someone

    Enter their email and choose a role. They appear as pending until they sign up with that address, at which point they join automatically.

  3. Send them the link

    Use Copy invite link and send it however you normally reach them. They join by signing up with the email you invited.

  4. Choose the right role

    Owners and admins can change jobs, settings and billing. Members edit jobs and schedules but can't add or remove them. Viewers read only.

  5. Add seats when you run out

    If every seat is used, choose Add seats on the Team page. Extra seats are billed on the same cycle as your plan and take effect immediately.

Worth knowing

  • An invitation is tied to the email address you typed. Someone signing up with a different address won't be matched to it.
  • Changing plan or seat count is prorated by Stripe, so you're charged the difference for the remainder of the current period rather than a full cycle.

Next steps

Still stuck?

Tell us the job and the dates involved and we'll usually answer without a call.

Contact support

Or email Support@tradeflowplanner.com

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