Skip to main content
All CollectionsFlatfile Data Exchange PlatformAccount
How Do I Add Or Remove People From My Account in Flatfile?
How Do I Add Or Remove People From My Account in Flatfile?
Elisa Dinsmore avatar
Written by Elisa Dinsmore
Updated over a year ago

This article is for the latest version of the Flatfile Platform. If you are using Portal 2.0, 3.0, or Workspaces, please click here.

To add a new user to your account, click on the "Settings" option under the 3 dots menu at the bottom left of your dashboard. Under the Workspace header in Settings, you can then click on "Users". You will see a list of all current users in your Account.

At the top right of this window, click on "Invite User". This will bring up a popup window where you can enter the email, full name, and phone number (optional) of your user as well as select the role they should have. Right now, all users created here will have the admin role.

Once you've entered all required information, you can click "Invite" and your new team member will receive an email inviting them to join this account!

Did this answer your question?