Team

Use this tab to invite new users and manage existing users.

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Download User List

Click this button to download a list of your FlowEQ users as a CSV file.

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Filter by Group

Use this dropdown field to only show team members within a specified group.

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Team Members

Click the green plus sign to add a new users, or click on an existing user to update them. In either case, a new window will appear where you can set each user’s Role, Status, and User Groups.

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Role

You can assign one of the following roles to each user to manage their permissions:

• Employee (Default for new users)

  • Limited to following Flows in Sidekick and editing their own profile information

• Viewer

  • Limited to viewing the Insights beta page

• Contributor

  • Everything in the Employee role, plus full access to build and edit Flows, as well as entering credentials in the Integrations Lab to enable new steptypes
  • These users are not able to Publish Flows

• Admin

  • Everything in the Contributor role, plus managing your team’s FlowEQ seats, service plan and billing settings in the Manage Company app.
  • Only the admin role can publish updates to a Flow.

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Status

This defines the user’s status, which can be either set to Active or Inactive.

• Active
  • Indicates a user is able to log in and perform actions based on assigned role privileges
  • Active users will count towards your FlowEQ seat count
• Inactive
  • Indicates that a user is no longer able to log in.
  • This allows admins to deactivate users once they leave the organization while still maintaining a record of their legacy activity and user information.

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User Groups

Use this field to specify which group(s) a particular user is a member of.