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In Localflow, people work in teams. Sales teams plan and cost trips. Operations teams run trips after the customer says yes. Owners and admins invite people and set up the teams.
Localflow is invite only. A new company cannot sign itself up. Ask your Localflow contact to add your company.

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Invite a person

1

Open Members

Go to Settings › Members.
2

Start the invite

Click Invite member. The Invite a team member box opens.
3

Type the email

Type the Email address. To invite up to 50 people at once, tick Add several people.
4

Choose the role

Choose the Role: Admin or Member.
5

Choose the team

Choose the Team, or No team yet. Tick Team lead if this person leads the team.
6

Send

Click Send invitation. The person shows on the Members list as Invited until they join.
Screenshot to add: the Invite a team member box.

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The roles

  • Admin: manages the team, catalog, proposal policy and settings, and sees every trip.
  • Member: works on the trips of their teams.
  • Owner is not offered in the invite. An owner gives it later.

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Make a team

1

Open the teams page

Go to Settings › Sales teams or Operations teams.
2

Add the team

Click Add a sales team or New operations team.
3

Name it

Type the Team name and save.
To rename a team, use Rename. Remove team shows only when the team has nobody in it.

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Move a person to another team

  1. Go to Settings › Members and click the person.
  2. Click Add to a sales team or Add to an operations team.
  3. To take them out of a team, click Remove.
On a team, use Make lead or Not lead to change the team lead.
A team lead can add people to their own team, or Ask to add them. An owner or admin then sees the request under Asking to join.

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The usual operations team

Confirmed trips go to an operations team.
  • In a sales team, answer Which operations team usually runs its confirmed trips?
  • For the whole company, an owner ticks This is the usual team for confirmed trips on one operations team. It shows Usual team.
There is always at least one operations team. You cannot remove the last one.