Inviting users to PaxFlow allows you to give your team access to the platform so they can manage bookings, departures, resources, messaging, and other day-to-day operations. During the invitation process, you can assign each user to a User Group, which determines the areas of PaxFlow they can access based on their role.
Accessing Users
On the left hand side of the dashboard click on "Settings" and then click on "Users"
Click Invite user to add a new team member to your PaxFlow account.
Enter the new users email address.
You can add a name for the user in the display name field. This is the name that will appear throughout PaxFlow, making it easy for your team to identify them.
Select a User Group for the new user. User Groups determine what areas of PaxFlow the user can access.
Choose the User Group that best matches the user's role. In this example, Customer Support is selected.
Click Send invite to send the invitation email. The user will receive an email with instructions for creating their PaxFlow account.
After the invitation has been sent, the user's status will display as Pending. This means the invitation has been sent but has not yet been accepted.
E-mail invited user gets
Once you have invited a user to PaxFlow, they receive the E-mail shown below. To start using PaxFlow new users need to click on "Set your password" and follow the steps of the login process.
Once the user has completed the registration process, their status changes from Pending to Accepted, confirming that they now have access to your PaxFlow account.
