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Aflux lets you build a team around your document workflows — inviting colleagues, assigning appropriate roles, and controlling exactly which modules each person can access. Whether you need a full admin who manages the account or a guest collaborator who can only view a specific signature request, this guide covers how to set it all up.

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User Roles

Every Aflux account has three built-in roles. Assign the role that matches what each person actually needs — fewer permissions reduce the risk of accidental changes.
There is always at least one Admin on every account. You cannot remove or demote the last Admin. To hand off admin rights, promote another member to Admin first.

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User Limits per Plan

The number of seats available on your account depends on your plan: When you reach your seat limit, the Invite Member button is disabled until you upgrade or remove an existing user.

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Inviting a User

Add a new team member from Settings → Team. You need Admin rights to invite users.
1

Open the Team settings

Click your account avatar in the bottom-left corner, select Settings, then choose Team from the left menu.
2

Click Invite Member

Click the Invite Member button in the top-right of the team list. A dialog opens.
3

Enter the user's email address

Type the invitee’s work email address. You can enter multiple addresses separated by commas to send bulk invitations.
4

Assign a role

Select Admin, Member, or Guest from the role dropdown. You can change this at any time after the invitation is accepted.
5

Send the invitation

Click Send Invite. Aflux emails an invitation link to the address you entered. The link expires after 7 days — resend it from the pending invitations list if needed.
6

Confirm acceptance

Once the invitee accepts and creates (or logs into) their Aflux account, they appear in the Active Members list and can start working immediately.

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Per-Module Access Control

On Pro and above, you can restrict which modules each individual Member or Guest can access — even if their role would normally allow it. To configure module access for a user:
  1. Go to Settings → Team and click the user’s name.
  2. Under Module Access, toggle access to Bulk Email, E-Signature, and QR Codes independently.
  3. Click Save Changes.
A Member with Bulk Email toggled off sees no email-related options in the sidebar or dashboard and cannot create or view campaigns.
Per-module access control is available on Pro and above. On the Free plan, all Members have access to all modules by default.

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User Groups

On the Business plan and above, you can create named groups (for example, Marketing Team or Legal Department) and assign module access at the group level instead of per user.
1

Create a group

Go to Settings → Team → Groups and click New Group. Give the group a descriptive name and click Create.
2

Add members to the group

From the group’s detail page, click Add Members and select users from your team list. A user can belong to multiple groups.
3

Set module access for the group

Toggle Bulk Email, E-Signature, and QR Codes on or off for the group. This overrides any individual module access settings for members of the group.
4

Save the group

Click Save Group. Module access takes effect immediately for all members.
Use groups when you on-board batches of users who all need the same access profile. Updating module permissions for the group applies to every member at once.

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Guest Accounts

Guests are external collaborators — clients, contractors, or partners — who need limited access to specific documents without full platform access. Guest accounts are available on Pro and above. Guests can:
  • View documents explicitly shared with them
  • Sign signature requests they have been added to as a recipient
  • Download completed signed PDFs from their dashboard
Guests cannot create campaigns, generate QR codes, browse your file storage, or view the activity timeline. To invite a guest, follow the same invitation steps above and select Guest as the role.

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Removing or Deactivating Members

To remove a member permanently:
  1. Go to Settings → Team, find the member in the list, and click the ⋯ menu next to their name.
  2. Select Remove Member. Confirm the action in the dialog.
  3. The member loses access immediately. Their previously created documents, campaigns, and QR codes remain in the account.
To deactivate a member temporarily (preserving their seat for reactivation):
  1. Click ⋯ next to the member’s name and select Deactivate.
  2. The member cannot log in but their data and settings are preserved.
  3. Reactivate at any time by clicking ⋯ → Reactivate Member.
Removing a member is irreversible — they must be re-invited to regain access. If there is any chance you need to restore access later, use Deactivate instead.

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Single Sign-On (SSO)

SSO (SAML 2.0 and OIDC) is an Enterprise-only feature. Contact your Aflux account manager or email support to configure SSO for your organization. Once enabled, team members authenticate through your identity provider (Okta, Azure AD, Google Workspace, etc.) and are provisioned automatically on first login.