Building onboarding is a collaborative effort. Therefore, Userflow allows you to add your team to the same Userflow account so you can all collaborate on building the content.
Team member roles
Select from the following team member roles:
Owner: The main owner and contact of the Userflow account. Can edit the content and settings, and invite/remove team members.
Admin: The content creators can edit the content and settings.
Editor: Can create and edit all content, but cannot delete it. Allowed to publish to designated environments if permitted. No access to team management or billing.
Viewer: A read-only role. Can view the content and settings. Note, you can add unlimited viewers on Pro and above.
How to add a team member
Only Owners can add team members. To add a team member
Go to Settings -> Team
Click Invite team member
Insert the name and email, and role of the team member you want to add
Click send invite
The team member will receive an email with a button that they must click to accept the invitation. This is also the case even if the team member already has an account with Userflow.
How to remove a team member
Only Owners can remove team members. To remove a team member
Select Settings -> Team.
Click on the More options ⋮ menu next to the team member.
Click Remove member.
How to change the role of a team member
Only Owners can change the role of team members. To change the role of a team member
Select Settings -> Team.
Click on the More options ⋮ menu next to the team member.
Click Change role and select the role.
How to make another team member the Owner
Only Owners can reassign a new team member to be an Owner. To assign a new owner.
Select Settings -> Team.
Click on the More options ⋮ menu next to the team member.
Click transfer ownership to this user.
If the Owner left your company, then reach out to [email protected] or via our website chat for assistance.