Building onboarding is a collaborative effort. Therefore, Userflow allows you to add your team to the same Userflow account, enabling all team members to 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 three dots ⋮ 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 three dots ⋮ 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 three dots ⋮ menu next to the team member.
Click transfer ownership to this user.
If the Owner left your company, reach out to support@userflow.com or via our website chat for assistance.
Transfer or reassign the account owner
Every Userflow account has exactly one Owner. The current Owner can hand that role to another team member themselves — this is self-serve and doesn't require contacting support.
To transfer ownership:
Go to Settings -> Team.
Make sure the person you're transferring to is already an active member of the team (invite them and have them accept first if needed).
Click the three dots ⋮ menu next to that member and choose Transfer ownership to this user.
Confirm the change.
What transfers: ownership of the workspace and access to billing move to the new Owner. Your flows, data, and integrations are unaffected. The previous Owner keeps access as an Admin unless you change their role.
Billing: after transferring, update the billing email if needed under Settings -> Billing so invoices reach the right person.
Acquisitions, account-to-account transfers, and account merges are not self-serve — these are handled by the Userflow customer success team. Contact your CS team or email support@userflow.com for those.
Troubleshooting team and project access
Access in Userflow is granted by your team membership and role on the account — there isn't a separate per-project permission system, so most access problems come down to an invite or a role. Work through these:
I didn't get my invite / can't find it. Check spam, and confirm the Owner sent it to the right email. The invite must be accepted via the button in the email — even if you already have a Userflow account. An Owner can resend from Settings → Team.
I accepted but can't see or edit content. This is usually a role issue: Viewers are read-only; Editors can create/edit but not delete and have no access to team management or billing; only Owners and Admins manage settings, team, and billing. Ask an Owner to change your role under Settings → Team.
Wrong email or a stuck "pending" invite. Have the Owner remove the pending member and re-invite with the correct address.
I signed in with SSO but have no access. Signing in via SSO (just-in-time provisioning) creates a user account but does not grant team access on its own — you still need an explicit invite from an Owner.
The Owner has left the company. Ownership transfer is normally self-serve, but if the Owner is gone, contact support@userflow.com.
When this needs a human: account-to-account transfers, account merges, and acquisitions are handled by the Userflow customer success team — contact your CS team or support@userflow.com.