You only need to invite admins to your workspace. Event staff can see everything they need without a Flashquotes account.

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Inviting New Team Members

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Step 1: Access the Members Page

  1. Navigate to Settings in the main navigation
  2. Select Members from the sidebar

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Step 2: Send an Invitation

  1. Click the Invite Member button in the top right corner
  2. In the Invite Member dialog, enter the email address of the person you want to invite. Be sure the email is tied to a Google account, since they will need to sign in with Google to join your workspace.
  3. Select a Role: Choose between:
    • Admin - Full access to all features and financial data
    • Member - Full access except for aggregate financial data
  4. Click Send Invitation
The invited user will receive an email with a unique link to join your company workspace.

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Step 3: User Acceptance

When a user receives an invitation:
  1. They click the invitation link in their email
  2. On the Invitation Page, they can:
  • Sign in with Google
  • Create a new account (if they don’t have one)
  1. After signing in, they’re automatically added to your company workspace with the role you specified

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Team Roles and Permissions

Flashquotes supports two team member roles with different access levels:

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Admin Role

Full access to all features including:
  • All booking management features
  • All invoice and payment features
  • All lead and quote management
  • Company settings and configuration
  • Aggregate financial data (revenue totals, payment statistics, etc.)
  • Member management (invite, promote, demote other members)

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Member Role

Full access to all features except:
  • Aggregate financial data (revenue totals, payment statistics)
  • Member management (cannot invite, promote, or demote other members)
Members can still see individual invoice amounts and booking details, but they cannot see aggregate financial statistics like total revenue, overdue amounts, or payment summaries.

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Changing Member Roles

Only admins can change member roles:
  1. Go to Settings → Members
  2. Find the member you want to modify
  3. Click the dropdown menu (⋮) next to their name
  4. Select Promote to Admin or Demote to Member
Be careful when promoting members to admin roles, as they will gain access to all financial data and member management capabilities.

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Managing Invitations

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Tracking Invitation Status

  • View all pending invitations under the “Invited” section on the Members page
  • For pending invitations, click the dropdown menu to resend the invitation.
Invitation links expire after 7 days. If a link expires, simply send a new invitation.

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Troubleshooting Invitations

If an invited user can’t find their invitation:
  1. Ask them to check their spam folder
  2. Use the “Resend Invitation” option
  3. If issues persist, contact support
After adding team members: