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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 (Planning Center, domains, branding)
  • Inviting and removing members
  • Deleting the organization

Member

Members can use Flowforth features but cannot access organization-level settings. Owners can customize exactly which features a member has access to. Customizable Member Permissions:
PermissionDescription
EmailsCan view, create, and edit emails. See email permission levels below.
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
  • Manage Planning Center connection or list sync settings
  • Delete the organization

Email Permission Levels

When granting a member access to Emails, you can choose between two levels:
  • Manager — can view, create, edit, and send or schedule emails
  • Designer — can view, create, and edit emails, but cannot send or schedule them
This is useful when you want team members to help build emails without being able to send them to your entire audience.
Member permissions can be changed at any time by an owner from the Members settings page.

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, customize their 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 that expires in 7 days. They will automatically be assigned the role and permissions you selected.

Managing Invitations

Pending invites appear in the Pending Invites section at the top of the Members page. To cancel an invite:
  1. Click the three dots (⋯) next to the person’s email.
  2. Select Cancel Invite.
Invitations expire after 7 days if not accepted. You’ll need to send a new invite if the original expires.

Changing Roles and Permissions

You can change a member’s role or permissions at any time:
  1. Click the next to their name
  2. Select Manage Permissions
  3. Update their role or individual feature permissions
  4. Click Save
When changing a member to Owner, all granular permissions are removed since owners have full access. When changing an owner to Member, you’ll need to select which features they should have access to.
You cannot change your own role or permissions.

Removing Members

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

Suggested Reading

  • Planning Center Integration - Learn how list visibility and permissions work with your Planning Center connection.
  • Lists vs Categories - Understand the difference between Planning Center lists and Flowforth categories for email targeting.

Need help managing your team? Contact support@flowforth.co.