Compound Planning Flow Example: Adding an owner
Preview this Compound Planning user flow: Adding an owner. Explore the opening screens.
Preview these flows
The flow facilitates the process of inviting and managing teammates by adding entities to represent co-owners or managers of various assets within a dashboard.
Related user flows
Onboarding step in Vimcal where user enters emails or generates shareable invite link before completing workspace setup
User opens invite modal from Members & permissions settings to enter emails, select roles, and send team invitations
User opens workspace members settings modal to view existing members and roles then invites new teammates by email
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User opens partner invite modal from profile settings, enters email, sends invite, and sees success confirmation
Onboarding flow for inviting new members to a new organization by entering emails, selecting roles, and sending invitations, ending in a success modal.
User accesses Workspace Members Settings to enter email addresses, select Member or Manager roles, and send invitations while viewing pending invitations
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Inviting new teammates to the workspace via email with role assignment from the members and permissions settings page
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