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:| Permission | Description |
|---|---|
| Emails | Can create, edit, and send emails |
| People | Can view and manage people |
| Links | Can create and manage link pages |
| QR Codes | Can create and manage QR codes |
- 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
- Go to Settings from the sidebar.
- Click Members.
- Click the Invite Member button.
- 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
Managing Invitations
Pending invites appear in the Pending Invites section. To cancel an invite:- Click the three dots (⋯) next to the person’s name.
- Select Cancel Invite.
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:- Click the ⋯ next to their name.
- 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].