My Org Feature Guide

Steps to Access:

  • In order to access My Org, log into your flowcode account.

  • You can access My Org on the left hand side navigation under Tools.

  • Click on the drop down menu to view Teams, Members, & Invitations

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Members (Admin View)

In this tab, you are able to invite new members, search all existing members and edit the role of a member.

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You will notice you have the option to + Add a new member

To add members to your org, either send a link manually or invite them via email.

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Once you've clicked Invite new member, an email will be sent from [email protected] with a password reset. Once the invite is accepted, the new team member will be added to your organization with the role you specified.

Role Permissions within the Platform:

Admins

  • Can invite new users to the platform

  • Can update platform user's roles and permissions

  • Can create codes and pages

  • Can share assets

  • Can view the Reports section of the platform.

    • Admin's Reports view will be an aggregated reporting summary for the entire organization

    • Admins are able to see data on all codes and pages created within the organization even if the admin was not the creator of those assets

Members

  • Can create codes and pages

  • Can share assets

  • Can view the Reports section of the platform

    • Members are only able to see data on the codes they create or the codes that are shared with their accounts. They are also able to view data on the Flowpages created within their account.

  • Cannot invite new users to the platform

  • Cannot update platform user permissions

View Only

  • Can view codes that are shared with their accounts as well as the data and analytics associated with those codes

  • Can view the Reports section of the platform

    • View only users are only able to see data on the codes that are shared with their accounts

  • Cannot invite users to the platform

  • Cannot update platform user roles and permissions

  • Cannot create or share codes

  • Cannot create or edit Flowpages

Editing Member Roles (Admin Access)

  • In each member row, you can edit a user's role by clicking on the drop down symbol next to their role or remove them from your organization

    • If you remove a user, they will no longer have access to any of your codes or folders.

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Teams (Admin View)

The Teams tab allows you to create sub-groups within your organization.

  • In this tab, you are able to create new teams, edit existing members within a team, and add members within your organization to teams.

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Members (View Only/Member View)

  • When you log in with the Member or View Only permission, you will be able to see your Org details and a list of the members in your org.

  • Search: Find members in your platform by typing their name, instead of scrolling.

Teams (View Only/Member View)

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