Flowcode 2 is managed at two levels: the Organization (top-level umbrella) and Workspaces (specific project environments).
Permissions are assigned via Primary Roles, which can then be further customized using Fine-Grained Permissions for specific resource control at the workspace level.
1. The Organization Level
The Organization level is for high-level oversight. At this level, there are two primary roles: Admin and User.
Primary Org Roles
Organization Admin: The "Super User" with full visibility into every workspace and the Organization Admin console, which contains the following sections:
Dashboard
Aggregate data from all Workspaces in the Org
Workspaces
See all shared Workspaces in the Org and enter any Workspace directly Create/delete workspaces
Access the Workspace “Manage” page for a given workspace which includes user management capabilities
Teams
Create/edit/delete teams within the Org and manage members within those teams
Edit the team’s name, description, and avatar in a given team’s “Settings” tab
Users
Invite and remove users from the Org
View the last login date, workspace access, and manage organization roles
View and resend pending invitations
Activity
Track all actions performed in any Workspace in the Org with a change log.
Filter on email and workspace name,
Filter on log type (“Created”, “Updated”, “Deleted”, …)
Filter on entity type (“Flow Template”, “Flow”, “Org”, …)
Settings
Edit the Org’s description and avatarManage integrations that affect the entire organization, ensuring universal connectivity and data consistency.
View Single Sign On (SSO) for your Org
Create domains
Organization User: Standard members who only see the specific Workspaces they are invited to. Their roles and permissions are set at the workspace level.
How to Manage at the Org Level
Navigate to "Members": From your organization's main dashboard, click the Members tab on the left-hand side.
Select an Individual Member: Locate the specific member and click on their name to open their profile settings.
Set a Primary Role: Configure the "Primary Role" as either Admin or User.
2. The Workspace Level
Workspaces are the environments where teams create and manage Flowcodes. Within a workspace, there are three primary roles: Admin, Editor, and Viewer.
Primary Workspace Roles
Workspace Admin: The lead for a specific environment. They have access to the Workspace Manage page which contains the following sections:
Members: Set user permissions and add/remove users from the workspace
Teams: Set team permissions and add/remove t teams from the workspace
Domains: Add a custom Whitelabel Domain to the workspace
Integrations: Install apps to integrate your CRM or CDP with Flowcode
Settings: Edit workspace details like the name, description, and avatar
Workspace Editor: Can create, edit, and delete flows and assets, but cannot manage users.
Workspace Viewer: Read-only access to view analytics and download flows.
How to Manage at the Workspace Level
Enter the Desired Workspace: Click on the workspace you wish to manage from your dashboard.
Go to "Manage Workspace": Click Manage at the bottom left-hand side of the platform.
Navigate to "Members": Within the Manage section, click the Members tab.
Select an Individual Member: Find the member you want to modify and click on their name.
Set Primary Role: Select between Admin, Editor, or Viewer.
You'll notice that when you select any of those options, it will trigger more granular Fine-Grained Permissions (Flows Manager, Brand Kits Manager, Audience Viewer), enabling you to manage access even more granularly as explained in the section below.
3. Fine-Grained Permissions: A "Double-Click" on Workspace Access
While Primary Roles define a user's general authority, Fine-Grained Permissions allow you to "double-click" into their workspace access to be even more specific.
These permissions are applied at the Workspace level, but can be toggled by an Org Admin (via the Org Member list) or a Workspace Admin (via the Workspace Member list). They allow you to grant specific resource powers:
Flows Manager: Precise control over the creation and management of conversion flows within that workspace.
Brand Kits Manager: Specific permission to manage brand assets, colors, and styles within that workspace.
Audience Viewer: Specific access to view, manage, and export audience data collected within that workspace.