Managing Users

Manage users and fine-tune project permissions.

With Flowpoint, you can add as many team members to a project as you need and assign permission sets that work best for each member.

Managing Team Members

Project team members are managed from the Team Members view in your project's settings. This is the area of your account where you can add, remove, ,or modify team members. You can also view and accept or decline invitations to join projects owned by other Flowpoint users.

Roles

You can leverage role-based permissions to define the level of access your account's users have to projects.

  • Admin: Users with Admin permissions have full access to the projects they're associated with. They can manage content, add and remove users, and control billing for the project.

  • Editor: An Editor can manage content for the projects they're associated with. Editors can't add or remove users or access project billing settings.

  • Viewer: The Viewer role grants view-only access to a project's content. It's a great role to assign to team members that should be able to see Flows, reports, and other areas of a project but not able to make changes.

Managing User Roles

User roles can be assigned from the Team Members view in your project's account settings.

Team Management Best Practices

To keep your projects safe, we have a few recommendations for how you manage your project team members:

  1. Don't share account access. Instead, create individual user accounts for any team member who will access Flowpoint.

  2. Assign user roles based on how your team will use Flowpoint. It's not likely that every member needs to be an Admin, for example. As a rule of thumb, give team members the lowest-level role possible.

  3. If possible, utilize Sign In with Google to bolster the security of your account.

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