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Browse the Help Center
/
Help Center home
Getting started
  • Welcome to fluxems
  • How fluxems is organised
  • Create your first project
  • Invite people to your workspace
  • Upload your first documents
  • Customise your dashboard
Documents
  • The document register
  • Understand versions and revisions
  • Upload a new revision
  • Set a revision as current
  • Document statuses explained
  • Update a document's status
  • Review and approve documents
  • Suitability, disciplines, and references
  • Confidentiality levels and private documents
  • Search, filter, and star documents
  • Browse files with Explorer and folder templates
  • Document workflows and action requests
Transmittals
  • What is a transmittal?
  • Issue a transmittal
  • Respond to a transmittal you received
  • Track acknowledgements
  • Recall a transmittal
RFIs
  • What is an RFI?
  • Raise an RFI
  • Answer an RFI
  • Track RFIs to closure
Projects and delivery
  • Project overview and activity
  • Add members and manage labels
  • Plan work with work items
  • Track milestones
  • Project photos
  • Project settings: general and documents
  • Follow everything with the change log
Mail
  • How project mail works
  • Compose mail, RFIs, and transmittals from the inbox
  • Triage with labels
  • Save, archive, and find mail
Tendering
  • The tender register
  • Find tenders
  • Manage tender documents and collaboration
Calendar and tasks
  • Manage your tasks
  • Use the calendar
Contacts
  • Search contacts and organisations
  • Manage organisations and people
  • Distribution lists
Workspace administration
  • Workspace settings overview
  • Manage users and teams
  • Read the audit log
  • Configure document settings
  • Configure transmittal reasons and distribution lists
  • Configure work items and custom fields
  1. Help Center
  2. /
  3. Getting started

Invite people to your workspace

Add teammates with Quick invite, bring in a whole list with Bulk invite, and add members to projects.

1 min read

Everyone who works with documents should be in the workspace: that is what keeps the record complete. Invites take seconds.

Quick invite

  1. 1

    Click Invite people at the bottom of the sidebar.

    app.fluxems.com
    The Invite people button at the bottom of the sidebar
  2. 2

    On the Quick invite tab, enter one or more email addresses and pick a role for them.

    app.fluxems.com
    The Quick invite tab with email addresses entered and a role selected
  3. 3

    Send. Each person gets an email with a link to join your workspace.

Bulk invite

Adding a whole team? Switch to the Bulk invite tab and paste a list with an email and role for each person. fluxems validates the list before anything is sent.

Adding people to a project

Workspace membership and project membership are separate. Inside a project, use Manage, then Members to add people to that project, or click Invite people while you are in the project.

Roles control what people can do

A role decides what someone can see and change. Administrators manage roles under Security and permissions.

Related articles

  • Manage users and teamsWorkspace administration
  • Add members and manage labelsProjects and delivery

What's next?

  • Upload your first documents

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On this page

  • Quick invite
  • Bulk invite
  • Adding people to a project
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