Team Management

Invite team members to your workspace and manage their roles and access.

Accessing Team Settings

1. Click Settings in the sidebar

2. Select Team

Team Roles

Admin

Full access to the workspace:

• Create, edit, and delete all messages

• Manage contacts and events

• Invite and remove team members

• Change workspace settings

• Manage API keys

Member

Standard access:

• Create, edit, and delete messages

• View and manage contacts

• View events

• Cannot manage team or settings

Inviting Team Members

Send an Invitation

1. Go to Settings > Team

2. Click Invite Member

3. Enter their email address

4. Select a role (Admin or Member)

5. Click Send Invitation

The invitee will receive an email with a link to join.

Invitation Expiry

Invitations expire after 7 days. If expired:

1. Delete the old invitation

2. Send a new one

Pending Invitations

View pending invitations in the Team settings:

• Email address

• Role assigned

• Sent date

• Status (Pending, Expired)

Cancel an Invitation

1. Find the invitation in the list

2. Click the Revoke button

3. The invitation link will no longer work

Managing Team Members

View Team

The Team page shows all members:

• Name and email

• Role

• Join date

Change Role

To change a member's role:

1. Find the member in the list

2. Click the role dropdown

3. Select new role (Admin or Member)

4. Changes apply immediately

You cannot change your own role. Another admin must do it.

Remove a Member

To remove someone from the workspace:

1. Find the member in the list

2. Click Remove

3. Confirm removal

The removed member:

• Loses access immediately

• Cannot see workspace data

• Can be re-invited later

You cannot remove yourself. Transfer admin rights first if needed.

Accepting an Invitation

When you receive an invitation:

1. Click the link in the email

2. Sign in or create an account

3. You'll be added to the workspace

If you already have a Cueflow account:

• Use the same email

• You'll be added to the workspace

• Switch workspaces from the sidebar

Best Practices

Role Assignment

• Admins: Team leads, account owners

• Members: Regular team members who need to create messages

Security

• Remove members who leave your team

• Use admin role sparingly

• Review team list periodically

Onboarding

• Send a welcome message to new members

• Share documentation links

• Introduce them to existing messages and contacts

FAQ

Can I have multiple admins?

Yes, you can have unlimited admins per workspace.

What happens when I remove a member?

They immediately lose access but their created messages remain. Messages show "Created by [removed user]" or similar.

Can removed members see historical data?

No, once removed they cannot access any workspace data.

Can I re-invite a removed member?

Yes, send a new invitation to their email address.

How do I leave a workspace?

Ask an admin to remove you, or if you're the last admin, delete the workspace.