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Flowforth has two roles with different levels of access. Organization owners can assign roles and customize member permissions from the Members settings page.
Only organization owners can manage roles and permissions.

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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

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Email Copies

Owners can also opt in to receive a copy of every bulk email your organization sends, delivered to their own inbox. It’s off by default and is turned on per owner from the Manage Permissions dialog. Learn more in Owner Email Copies.

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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: 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

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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. Designers aren’t stuck waiting, though: they can ask a Manager or owner to approve and send an email for them. See Requesting Approval to Send an Email and Approving Email Send Requests.

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Sending to Groups and Registrations

Email Managers can optionally be granted two more permissions that control which Planning Center audiences they can email:
  • Send to Planning Center Groups — send to the members of a Planning Center group.
  • Send to Planning Center Registrations — send to the contacts of a Planning Center registration.
Both require Manager access to Emails (a Designer cannot be granted them), and owners always have both. A member without the matching permission also can’t see emails that target a group or registration, because the recipient list would reveal who is in the group or who registered. Learn more in Sending to Groups & Registrations.

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Church Center Notifications

Email Managers can optionally be granted the Church Center Notifications/Announcements permission, which allows them to create and edit Church Center notifications on emails. The same permission also controls who can set up Publishing announcements. This permission is only available for Managers — Designers cannot send Church Center notifications or Publishing announcements. Owners always have access to Church Center notifications. Learn more in Church Center Notifications and Publishing Announcements.
Member permissions can be changed at any time by an owner from the Members settings page.

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Changing Roles and Permissions

You can change a member’s role or permissions at any time:
  1. Go to Settings from the sidebar.
  2. Click Members.
  3. Click the ⋯ next to their name.
  4. Select Manage Permissions.
  5. Update their role or individual feature permissions.
  6. 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. You can still open Manage Permissions on your own row — the role is locked there, but an owner can use it to turn their own email copies on or off.

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Teams and Access Control

Roles determine which features a member can use. Teams go further by controlling which lists and email folders they can see within those features.
  • List permissions — Share a Planning Center list with a team so all members can see and send to it.
  • Team folders — Assign a top-level email folder to a team so only organization owners and that team’s members can see emails inside it.
Organization owners always have full access regardless of team membership. Learn more in Teams and Team Folders.

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Suggested Reading

  • Manage and Invite Members - Invite people to your organization and manage pending invitations.
  • List Permissions - Control who can see and send to your Planning Center lists.
  • Teams - Organize members into teams and manage list and folder access.
  • Folders - Organize emails with folders and restrict access using teams.
Need help with roles and permissions? Contact support@flowforth.co.