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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 a month 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 permissions for each user within your SSO provider, rather than on the Flowcode platform.)

Workspace level permissions:

When you login to Flowcode 2 you’ll land in the Default Workspace. All organization permissions are applied at the workspace level by default, but can also be set at the workspace level separately.

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

  • Read Only: Can view any workspace they were invited to, can download conversion flows, but cannot create or edit conversion flows

  • Member: All the permissions of Read Only and can create and edit conversion flows

    • Can also create folders and tags

  • Workspace Admin: All the permissions of Read Only + Member and can also access the “Manage” tab of the workspace which contains:

    • Members Tab

      • Add and remove users from the workspace

    • Teams Tab

      • Create and edit Teams within the workspace

    • Domains Tab

      • Add a custom Whitelabel Domain to the workspace

    • Integrations Tab

      • Install apps to integrate your CRM or CDP with Flowcode

    • Settings Tab

      • Edit workspace details like the description and avatar

Organization level permissions:

These roles are applied within the Organization Admin management section of the platform, which can only be accessed by the Organization Admin of the Flowcode 2 platform.

  • Organization Admin has the permissions of each of the above Workspace roles, but can also access the following through the organization admin management settings:

    • Analytics Tab

      • Aggregate data from all Workspaces in the Org

    • Workspace Tab

      • See all public Workspaces in the Org and enter any Workspace directly

    • Teams Tab

      • Create and edit Teams within the Org

    • Users Tab

      • Add and remove new users from the Org

    • Activity Tab

      • Track all actions being performed in any Workspace in the Org with a change log

    • Settings Tab

      • Edit Org details like the description and avatar

      • Add Org-wide integrations like Shopify

      • Configure Single Sign On (SSO) for your Org

  • Members: can create and edit conversion flows across the workspaces they are in

  • Read-only: can view workspaces they are in and download conversion flows for use

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