With Flowcode Pro+ and above, users are set up with a specific permissions. The options for these permissions are:
Admin
Member
View Only
Roles can be adjusted and members can be managed within the Teams tab on the lefthand navigation.
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.
Admins' 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
Sharing codes in the platform
When codes are shared with your account, you will see them appear in your account library.
If you are an Admin or a Member, codes can be shared in your account with editing or view only permissions.
If you are a View Only user, codes can only be shared in your account with a view only permission.
These codes will be visible in your account but will be labeled with a yellow view only tag when you click into the view overview page. You will not be able to edit anything about the code but you will be able to view the codes data/analytics.
You can share a code with other members of your Team by clicking on the code you'd like to share. Navigate to the Settings tab > Manage access. Enter the emails of those you'd like to share it with, choose their permissions (Editor or Viewer), and click Save.
You can also tell what permission you have listed under the Permissions column in your code dashboard.
Sharing pages in the platform
You can share a page with other members of your Team by clicking on the page you'd like to share. Click Share > enter the emails of those you'd like to share it with, choose their permissions (Editor or Viewer), and click Share.
For more Teams-related information, check out the following articles:
For any additional questions, please email our team here or reach out to your dedicated Customer Success Manager.