Members

Overview

• The member section in the admin console gives you an overview of all users who are directly connected to Weflow.
• Please note: if you use an integration user for managing your activity capture, then these users will not show up here.

Add new member

• You can add new members by clicking the '+Add new member' button in the top right corner

Permissions

• Weflow users can have two separate permissions assigned: 1.) Member, and 2.) Admin.
• As an admin, users have access to the admin console.
• As a member, users cannot access the admin console.
• You can change the permissions at any time.

Profiles

• Each Weflow user can have one profile assigned to them.
• Profiles are useful to create user groups e.g. 'Account Executives', 'Leadership', etc.
• Profiles can then be used to quickly manage pipeline views, sidebar templates and other settings for these user groups.

Deactivate/re-activate users

• By clicking the three dot menu on the right side, you can access additional settings.
• Here you deactivate users to restrict access to Weflow.
• Users cannot be deleted, however they can be deactivated and re-activated.
• Deactivated users cannot access Weflow anymore
• If you accidentally deactivated yourself, ask an admin to re-activate you or reach out to support@getweflow.com

Re-send invites

• By clicking the three dot menu on the right side, you can access additional settings.
• Here you can re-send an invite for a pending user who has not accepted their invite yet.