---
title: "Managing Teams in Userflow"
slug: "team-management"
description: "Collaborate effectively in Userflow by managing team roles, adding members, and transferring ownership for seamless onboarding content creation."
updated: 2026-10-09T17:17:32Z
published: 2026-10-09T17:17:32Z
canonical: "help.userflow.com/team-management"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.userflow.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Managing Teams in Userflow

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:** Can edit content and settings. An Admin can also invite team members, remove them, and change their roles when the *Can manage users in all roles except owner* permission is switched on for them.
- **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. The number of viewers you can add depends on your plan.

### How to add a team member

Owners can always add team members. Admins can too, when the *Can manage users in all roles except owner* permission is switched on for them. To add a team member:

1. Go to [Settings -> Team](https://userflow.com/app/_/settings/team)
2. Click **Invite team member**
3. Insert the name and email, and role of the team member you want to add
4. 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

Owners can always remove team members. Admins can too, when the *Can manage users in all roles except owner* permission is switched on for them. To remove a team member:

1. Select [**Settings -> Team**](https://userflow.com/app/_/settings/team)**.**
2. Click on the three dots ⋮ menu next to the team member.
3. Click **Remove member.**

### Removing someone who has left

Flows, checklists, and other content belong to your Userflow account, not to the person who built them. Removing a member doesn't delete or move anything they created. Their content stays where it is for the rest of your team.

To take an inactive member off your team, use **Remove member** (steps above).

**Don't use Transfer ownership for this.** It makes that person the account Owner. It doesn't move their content to you. If ownership was transferred by mistake and the new Owner can't hand it back, contact [support@userflow.com](mailto:support@userflow.com).

### How to change the role of a team member

Owners can always change a team member's role. Admins can too, when the *Can manage users in all roles except owner* permission is switched on for them. To change the role of a team member:

1. Select [**Settings -> Team**](https://userflow.com/app/_/settings/team).
2. Click on the three dots ⋮ menu next to the team member.
3. Click **Change role** and select the role.

### Letting more than one person manage your team

You don't have to make someone an Owner just so they can manage the team. An Owner can give an Admin the *Can manage users in all roles except owner* permission, which lets that Admin invite members, remove them, and change their roles.

To switch it on, an Owner goes to **Settings → Team** and opens the **Change role** dialog for that person. With the role set to **Admin**, tick **Can manage users in all roles except owner**, then save.

Two things stay with the Owner and cannot be delegated:

- Transferring ownership of the account.
- Granting this permission to someone else.

**A note on seats:** if you're replacing someone, remove the outgoing member before you invite their replacement. Inviting first adds a seat, and you may be charged for it.

### 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.

1. Select [**Settings -> Team**](https://userflow.com/app/_/settings/team).
2. Click on the three dots ⋮ menu next to the team member.
3. 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

Transfer ownership changes who the account Owner is. It doesn't move flows or other content between people. To remove someone who has left, see [Removing someone who has left](/docs/team-management#removing-someone-who-has-left).

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:

1. Go to **Settings -> Team**.
2. 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).
3. Click the three dots ⋮ menu next to that member and choose **Transfer ownership to this user**.
4. 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 and edit but not delete, and have no access to team management or billing. Owners and Admins manage settings, team, and billing — and an Admin can manage team members themselves once an Owner switches on the *Can manage users in all roles except owner* permission. 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](mailto: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](mailto:support@userflow.com).