Team Management

Overview

Team Management allows you to collaborate effectively by adding team members, assigning roles, and controlling access to your FlowBot workspace. This feature enables multiple team members to work together on workflows, manage conversations, and handle customer interactions.

Accessing Team Management

1. Navigate to your Profile Settings (click on your profile name at the bottom of the sidebar)
2. Go to the Teams section
3. You'll see a list of all team members and their roles

Adding Team Members

To add a new team member:

1. Click the Add Member or Invite button
2. Enter the team member's email address
3. Select their role (see Roles section below)
4. Send the invitation

The team member will receive an email invitation to join your organization. Once they accept, they'll have access based on their assigned role.

Note: The number of team members you can add depends on your subscription plan. Check your plan details to see the member limit.

Roles and Permissions

FlowBot supports different roles with varying levels of access:

Owner/Admin

• Full access to all features
• Can manage team members
• Can modify subscription and billing
• Can delete the organization
• Access to all workflows, agents, and conversations

Member/User

• Can create and edit workflows
• Can manage conversations assigned to them
• Can view shared workflows and agents
• Cannot manage team members or billing
• Limited access based on organization settings

Custom Roles (if available)

Some plans may support custom roles with specific permissions:

• Workflow creation and editing
• Conversation management
• Read-only access
• Specific feature access

Managing Team Members

To update a team member:

1. Find the team member in the list
2. Click on their name or the edit icon
3. Change their role or permissions
4. Save changes

To remove a team member:

1. Find the team member in the list
2. Click the remove or delete option
3. Confirm the removal

Note: Removing a team member will revoke their access immediately. Any conversations assigned to them may need to be reassigned.

Team Collaboration Features

Conversation Assignment

Team members can be assigned to conversations through:

• Manual Assignment: Assign conversations directly from the inbox
• Workflow Assignment: Use the AssignTo node in workflows to automatically assign conversations based on rules

Shared Workflows

• Team members can collaborate on workflows
• Changes are tracked and visible to all team members
• Workflows can be shared with specific team members or the entire team

Best Practices

• Assign appropriate roles: Give team members only the permissions they need
• Use clear naming: Use descriptive names for roles to avoid confusion
• Regular reviews: Periodically review team members and their access levels
• Document responsibilities: Clearly define what each team member should handle
• Use assignment workflows: Automate conversation distribution for efficiency

Subscription Limits

The number of team members you can add varies by plan:

• Basic Plan: Limited team members (check plan details)
• Pro Plan: More team members included
• Business Plan: Higher team member limits
• Custom/Enterprise: Custom team member limits

Check your current plan to see your team member limit and upgrade if needed.

Troubleshooting

Can't add a team member?

• Check if you've reached your plan's member limit
• Verify the email address is correct
• Ensure you have admin/owner permissions

Team member not receiving invitation?

• Check spam/junk folder
• Verify email address is correct
• Resend the invitation if needed

Permission issues?

• Verify the team member's role has the required permissions
• Check organization-level settings
• Contact support if issues persist