← All support articles

Getting started

Getting started with Flo

Get your organization set up on Flo: authenticate, choose a plan, invite your team, and connect storage.

Prerequisites

  • A work email address
  • Org admin permissions for billing and connector setup (or a colleague who can configure storage)

How to use

1. Sign up or log in

  1. Go to your Flo URL and choose Sign up or Log in.
  2. Create an account with email verification, or sign in with Google.
  3. The first user in a new organization becomes the org admin.

2. Select a plan

  1. After authentication, choose a plan on the Pricing page.
  2. Start a 14-day trial or select a paid plan.
  3. Complete checkout if required.

Users without an active subscription are directed to pricing before accessing app features.

3. Invite your team

  1. Go to Settings → Permissions to review out-of-the-box roles or create custom roles.
  2. Go to Settings → Teams to create teams and assign roles.
  3. Go to Settings → Users to invite colleagues and assign a role.

Roles must exist before teams; teams before bulk team assignment. For small teams, inviting users with a role alone is fine.

4. Connect storage

  1. Go to Settings → Connectors.
  2. Add a connector for your storage:
  3. Verify ingested assets appear under Assets.

See How Flo connects to your storage for the full storage model.

5. Explore assets

  1. Open Assets from the sidebar to browse your library.
  2. Use the top bar search or ⌘K / Ctrl+K to find content.
  3. Click an asset to view detail, metadata, and download options.

6. Configure your profile

Go to Profile to update your avatar and email preferences.

Sign up → Plan/trial → Roles & teams → Invite users → Connectors → Assets

Steps can overlap, but connect storage before expecting automated ingest.

Troubleshooting

  • Cannot access app after login. Confirm your organization has an active trial or subscription on Settings → Account.
  • Invite email not received. Check spam; verify the email address in Settings → Users.
  • No assets after connector setup. Run Test connection and Sync (Google Drive); for S3, verify CloudFormation deployment and prefix scope.
  • AI features unavailable. Check credit balance on Settings → Account; top up if depleted.

Next steps