
Invite a member
1
Click Invite
Opens an inline form with an email field and a role picker.
2
Pick a role
Choose Editor or Viewer for the invite. See Roles & permissions for what each role can do.
3
Send it
The invite appears in the roster right away, badged Pending.
What happens next depends on the invitee
- They already have a Flowy account: the invite doesn’t add them automatically. It shows up as an Approve/Decline notification in their inbox, and the membership stays Pending in your roster until they accept it.
- They don’t have an account yet: they get an email invite and are added to the workspace automatically once they sign up.
Manage the roster
- Change a role: pick a new role from a member’s row menu. You can’t change your own role, and the workspace always keeps at least one Owner. The last Owner’s role is locked.
- Remove a member: takes effect immediately; they lose access to the workspace’s projects right away.
- Search, filter, sort: search by name or email, filter by role, and sort the list by name.
- Export CSV: downloads the full roster, including each member’s role and status.