Managing team members

Overview

You can manage your organization's team members by clicking your avatar in the upper right corner and choosing Settings, then visiting the Admin Settings | People section.

The Admin Settings section is only visible to team members with the Admin role.

Step-by-step

Inviting a team member

To invite a new team member, just hover over “People” in the sidebar, click the “+” button, and enter their email address. They'll receive an invitation email with a link to sign up for Flat and join your organization. You can also invite them from the Admin Settings | People section.

The option to invite a a new team member is only visible to team members with the Admin role.

An invited user will appear in the Admin Settings | People section as pending until they sign up. If they lose the invitation or it expires, you can click the dropdown menu next to their name to resend them their invitation.

When you invite a new team member, they'll default to the Member role. You can change them to Admin or Guest afterward, even while the invitation is pending.

Managing roles and access control

To change a team member's role, visit Admin Settings | People and choose a role from the menu.

Flat has three user roles:

• Admin: Admins have full access to all of the public workspaces in your organization. In addition, they can perform administrative functions like managing your organization's users, integrations, and billing plan.

• Member: Members are the default role for Flat users. They have full access to all of the public workspaces in your organization, but they can't do any administrative functions.

• Guest: Guests can only access the workspaces they've been explicitly added to as members. Within those workspaces, they have full access just like a Member. They're not able to view or edit any other workspaces.

Learn more: Workspace visibility

Deactivating a team member

To deactivate a team member, visit Admin Settings | People and click the dropdown menu next to their name.

When a user is deactivated, they'll no longer be able to access your organization. However, their past comments and other activity in Flat will still be visible to your team.

Reactivating team members

To reactivate a previously deactivated team member, visit Admin Settings | People and click the dropdown menu next to their name.

When a user is reactivated, they'll immediately regain access to your organization.