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You can manage your team and control access to your organization from the Members settings page.
Only organization owners can manage memberships.

Roles and Permissions

Flowforth has two roles with different levels of access:

Owner

Owners have full access to all features and organization management, including:
  • All features (emails, people, links, QR codes)
  • Billing and subscription management
  • Organization settings
  • Inviting and removing members
  • Managing branding and domains
  • Deleting the organization

Member

Members can use Flowforth features but cannot access organization-level settings. By default, members have access to all features, but owners can customize their permissions when inviting them. Customizable Member Permissions:
PermissionDescription
EmailsCan create, edit, and send emails
PeopleCan view and manage people
LinksCan create and manage link pages
QR CodesCan create and manage QR codes
Members cannot:
  • Manage billing or subscriptions
  • Update organization settings
  • Invite or remove other members
  • Delete the organization
Member permissions can be changed at any time from the organization settings.

Inviting New Members

  1. Go to Settings from the sidebar.
  2. Click Members.
  3. Click the Invite Member button.
In the invite dialog:
  • Enter the email address of each person you want to invite
  • Select a role (Owner or Member)
  • For members, optionally click Customize Permissions to control which features they can access
You can invite up to 10 people at a time, but there’s no limit to the total number of members on your account. After sending invites, you can immediately invite more people. Once you’ve added everyone, click Send Invites. Invited users will receive an email with a sign-up link. They will automatically be assigned the role and permissions you selected.

Managing Invitations

Pending invites appear in the Pending Invites section. To cancel an invite:
  1. Click the three dots (⋯) next to the person’s name.
  2. Select Cancel Invite.
Invitations expire after 7 days if not accepted.

Changing Member Roles

You can change a member’s role at any time:
  • To promote a member to owner:
    • Click the next to their name
    • Select Make Owner
  • To demote an owner to member:
    • Click the
    • Select Make Member
You cannot demote yourself from owner to member.

Removing Members

To remove someone from your organization:
  1. Click the next to their name.
  2. Choose Remove from organization.
You cannot remove yourself from the organization.

Suggested Reading

  • Lists vs Categories - Understand the difference between Planning Center lists and Flowforth categories for email targeting.

Need help managing your team? Contact [email protected].