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Roles & permissions: Organization vs. Workspace roles
Roles & permissions: Organization vs. Workspace roles

Understand the differences between Organization and Workspace level permissions for each role: Admin, Member, Read-only.

Updated over 2 weeks ago

Within Flowcode 2 there are two levels of permissions for your team: Organizations and Workspaces.

(Please note: If you have SSO enabled for your organization, please set the organization level permissions for each user within your SSO provider, rather than on the Flowcode platform.)

Organization level permissions:

These roles are applied within the Organization Admin section of the platform, which can only be accessed by Organization Admins

Organization Admin: They can access all workspaces with the permissions of a “Workspace Admin”. They can access the “Organization Admin” page, 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: Organization Users only have access to the workspaces they are assigned to and can create and collaborate only in their designated workspace(s). These users do not have access to the “Organization Admin” console.

Workspace level permissions:

When you login to Flowcode 2 you’ll land in the workspace you most recently accessed.

Within a workspace, you can have one of three user roles (controlled in the “Manage” section by Workspace Admins):

Read Only: They can view any workspace they were invited to, can download conversion flows, but they cannot create or edit conversion flows. They can view and export analytics. They can view but not create/edit brand kits.

Member: They have all the permissions of Read Only and they can create/edit/delete conversion flows, brand kits, folders, and tags. They cannot invite or manage users/teams in the workspace.

Workspace Admin: All the permissions of Read Only + Member, and they have access to the Workspace’s “Manage” page which contains the following tabs:

  • Member: 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

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