Team and invites

Who can use it: Super Admin and Project Manager.

Everyone in NorthFloe joins by invite. The role you pick decides what they can see and do. See Roles.

Use case

Asha (Super Admin) invites Ravi as Project Manager. Ravi then invites Meera (Architect), Arjun (Developer) and Lena (QA) from Bluepeak, and Tom as a client user for Harbor Foods. Tom’s invite expires before Tom gets to it, so Ravi resends it.

flowchart TD
    A["Asha<br/>Super Admin"] -->|invites| R["Ravi<br/>Project Manager"]
    R -->|invites| M["Meera · Architect"]
    R -->|invites| AR["Arjun · Developer"]
    R -->|invites| L["Lena · QA"]
    R -->|invites| T["Tom · Client user"]

Invite someone

1. Go to Settings → Team and select Invite.
2. Enter their email and pick a role.
3. Send. They get an email with a link to accept the invite.

Note

Only a Super Admin can invite another Super Admin. Project Managers can invite every other role.

Open invites

Invites that haven’t been accepted yet are listed under the team:

• Resend one if it expired or got lost.
• Revoke one if it was sent to the wrong person.

From your firm to a project

Inviting someone adds them to your firm. To work on a project, Architects, Developers, QA and client users also need adding to that project’s team. Super Admins and Project Managers already see every project.