How to Add and Edit Members on an Investment Profile
These steps will walk you through how to add and edit individual members to an Investment Profile on Flow. These Members will be able to view and download subscription documents, and view the bank wire instructions in Flow. However, solely the Member designated with "Owner" access will have the ability to sign documents. If you have any questions about the platform, feel free to reach out to support@flowinc.com.
Instructions:
1. Login to Flow at flowinc.app/login
2. From the Investment Profile Organization Dashboard, click on the three vertical dots on the far right sidebar and choose the "Settings" option that appears.
3. On the new page that appears, click 'Add Member' in the top right corner. A new window will appear where you may fill in the details of the individual you wish to add to the Investment Profile and click 'Add Member' when you are ready.
3. Once the Individual has been successfully added to the Investment Profile, their name will appear under "Team". By clicking the three vertical dots to the right of the Member you have the option to do four things: 'Copy Invite Link', 'Send Reminder', 'Make Primary Contact', or 'Remove'. Copying the invitation link will allow you to send the link directly to the Member if they need it. Sending a reminder to the Member will send an e-mail directly from Flow, similar to the e-mail in the screenshot below. If the Member did not join the team from the first e-mail, sending a reminder is helpful. Selecting 'Make Primary Contact' will make this Member the primary person of contact for this Investment Profile moving forward. The last option is removing the Member from the Investment Profile so that they will no longer have access.
By selecting 'Send Reminder', the Member will receive an e-mail invitation with a link that they can follow to become a part of the respective Investment Profile on Flow.
Team Member Permissions
Team members generally have the same functionality as the Primary Contact. These Members will be able to view and download subscription documents, and view the bank wire instructions in Flow. However, solely the Member designated with "Owner" access will have the ability to sign documents.