Bringing someone new onto your team is always a bit of a scramble—especially if you’re using tools that not everyone’s familiar with yet. If you’re reading this, you’re probably looking for a no-BS walkthrough on getting new people set up in Flipdeck without wasting hours on hand-holding or endless back-and-forth. This guide is for team leads, managers, or anyone who just wants to get their new folks working, not wrestling with software.
Below, I’ll lay out each step—what you really need to do, what you can skip, and a few honest tips to keep things simple. No fluff, just what works.
Step 1: Make Sure You’re Set Up Right
Before you even think about inviting someone, double-check your own Flipdeck setup. If your deck is a mess, your new team member will be lost from day one.
Checklist: - Is your Flipdeck account active and do you have admin or “can invite” permissions? - Are your decks, cards, and folders organized? If not, take 10 minutes to clean them up. - Do you know why you’re bringing someone in (what they’ll actually do in Flipdeck)?
Pro tip: Don’t invite people to a dumpster fire. If your Flipdeck is jammed with old, messy cards, clean house first.
Step 2: Decide What Access the New Member Needs
Flipdeck keeps things pretty straightforward, but you do need to think about permissions before adding anyone.
- Viewer: Can only see what you share.
- Editor: Can edit cards/decks.
- Admin: Can manage everything, including other users.
Honest take: Most people don’t need admin rights. If you give everyone the keys to the castle, you’ll end up with accidental deletions and settings changed behind your back. Start with the lowest level they need, you can always bump it up later.
Step 3: Invite the New Member
Here’s the nuts and bolts:
- Log in to Flipdeck and go to your team or organization dashboard.
- Look for “Invite,” “Add Member,” or the little person-plus icon. (It’s usually in the top nav or user settings.)
- Enter the new member’s email address.
- Select the right permission level (see above).
- Hit send.
Heads up: If they don’t get the invite within a few minutes, have them check their spam folder. If it’s still missing, try resending or just copy the invite link directly.
Step 4: Set Them Up for Success on Day One
A lot of onboarding guides stop at “send invite.” That’s dumb. If you want your new teammate to hit the ground running, do these:
- Send a short welcome email or Slack message with:
- Why you use Flipdeck
- What they’ll find inside (e.g., “All our sales decks are in the ‘Q2 Sales’ folder”)
- Any must-read cards/folders
- Share a “starter pack” deck: Bundle the most important cards or links (onboarding docs, product overviews, whatever they’ll need) into one deck or folder. Share it right after they accept the invite.
- Show them around live (if you can): Ten minutes on Zoom beats an hour of guessing. Point out the basics—how to find decks, how to add/edit cards, who to bug for help.
Pro tip: Don’t record a 30-minute video walkthrough unless your team asks for it. People don’t watch those. A quick live demo or a one-page doc is way better.
Step 5: Double-Check Permissions and Visibility
Once they’re in, double-check that they can see and do what you expect.
- Ask them to log in and confirm they can access the right decks/cards.
- If something’s missing, check sharing settings—Flipdeck can be touchy about nested folders or private decks.
- If you’re using groups or teams, make sure they’re added to the right ones.
What to ignore: Fancy organizational charts or complicated group structures—unless you have hundreds of users, keep it simple.
Step 6: Set Expectations (Lightly)
New tools are confusing when you don’t know what’s expected. Don’t overthink this, but do give a little guidance.
- Let them know what you want them to do with Flipdeck (e.g., “Share updates here,” “Use this for storing team docs,” etc.)
- Tell them who to ask if they get stuck. Bonus if that’s not you every single time.
- Ask for feedback after their first week. If they’re lost, you’ll find out before it’s a problem.
Honest take: Most onboarding fails because nobody knows what “good” looks like. If you want people to use Flipdeck, tell them how you use it and why.
Step 7: Tidy Up After Onboarding
After the dust settles:
- Remove test/inactive accounts (if you made any during the process).
- Make sure your new member’s profile is set up—names, photos, whatever helps the team recognize them.
- Clean up permissions—don’t leave ex-team members with access.
- Save your “starter pack” deck for next time. You’ll thank yourself.
Common Pitfalls (And How to Dodge Them)
Here’s what trips people up:
- Overcomplicating permissions: You don’t need a five-tier system. Stick to basics.
- Onboarding too much, too soon: New people don’t need every deck or doc on day one. Give them what they need to do their job, nothing more.
- Ignoring follow-up: It’s not “set and forget.” Check in after a week to see if Flipdeck is actually helping—or just gathering dust.
- Assuming everyone learns the same way: Some folks want a walkthrough, others just need a list. Ask what works for them.
What works: Short, targeted onboarding. Clear expectations. Keeping your Flipdeck tidy.
What doesn’t: Giant info dumps, giving everyone admin, or assuming people will “figure it out.”
Keep It Simple—Then Iterate
Getting new team members set up in Flipdeck doesn’t need to be a project. The steps above will get anyone up and running without a ton of hassle. Don’t worry about making it perfect—just get the basics right, pay attention to what actually helps your team, and tweak the process as you go. The simpler you keep it, the more likely your team will actually use Flipdeck. And that’s the whole point.