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Organization users

The Users page lets administrators and authorized users manage access to an organization.

Use this page to view organization members, invite new users, update roles, resend pending invitations, copy email addresses, and remove users from the organization.

You can open the page from Users in the navigation menu.

Before you begin​

To open the Users page, you need at least one of these permissions:

  • view organization users
  • update organization users

Loading the user list and opening another member's details require view organization users.

Role requirements​

Content Editors and Project Admins can view the user list and open member details. They can review profile information, roles, and assigned restriction tags, but cannot change user roles or tag restrictions.

Full Admins can open user details and manage users.

The following table describes the default permissions for these roles.

ActionContent EditorProject AdminFull Admin
View, search and filter the user listYesYesYes
Open a user's detailsYesYesYes
Copy one user's email addressYesYesYes
Invite users or resend invitationsNoNoYes
Send a password reset emailNoNoYes
Change user rolesNoNoYes
Assign, change or remove user tag restrictionsNoNoYes
Remove usersNoNoYes

These requirements also apply to row actions and bulk actions. Viewing assigned tags does not grant permission to manage users or their tag restrictions.

View organization users​

The Users page shows a table of users in the organization.

ColumnDescription
NameThe user's display name.
EmailThe user's email address.
RoleThe user's assigned organization role.
Restricted by tagTags that limit the user's editing access to Contents and Flows.
Last ActiveRelative time since the user's last activity, Just now for activity within the last five minutes, or No activity yet when no usable activity date is available.
ActionsUser-specific actions.

Users with a pending invitation have an INVITED label beside their name.

Search and filter users​

Use search and filters to narrow the user list.

The search field matches users by:

  • Name
  • Email address

Filter by role​

Use the role filter to show users with one or more selected roles.

Filter by restricted tag​

Use the restricted tag filter to show users with selected access restriction tags.

Available tag options come from organization tags.

Invite users​

Inviting users requires invite organization users, which Full Admins receive by default.

To invite a user:

  1. Go to Users.
  2. Select Invite users.
  3. Enter one or more email addresses, using a comma or Enter to add each address.
  4. Select the role to assign to all invitees.
  5. Select Send invitations.

The invite action is available only after:

  • At least one valid email address is entered.
  • No email address is duplicated or already belongs to an organization member.
  • A role is selected.

Invalid, duplicate, and existing-member addresses are highlighted. Remove or correct them before sending the invitations. Each email address must be no longer than 255 characters.

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Users who already belong to the same organization cannot be invited again.

Resend pending invitations​

Resending invitations requires invite organization users, which Full Admins receive by default. An invitation can be resent when the invited user has not accepted it yet.

The resend action is available only when:

  • The user belongs to the organization.
  • An invitation has already been sent.
  • The invitation has not been accepted.
  • An activation code still exists.

Invitation resends are limited to one request every 30 seconds per user per organization. If you resend too quickly, Flowize returns a throttling error.

View user details​

Select View details from a user's row actions to open their details. Content Editors, Project Admins, and Full Admins have the required view permission by default.

The Profile fields are read-only. The Role selector and Access restrictions controls are read-only or disabled when you do not have permission to update organization users.

From the user details page, full admins can:

  • Review profile information.
  • Send a password reset email.
  • Change the user's role.
  • Configure access restrictions.
  • Remove the user from the organization.

To request a password reset for another user, select Send reset email. This requires the send password reset permission, which Full Admins receive by default. The button is unavailable while the request is being sent and for 30 seconds after the attempt. This section is not shown when you open your own details.

Change user roles​

Changing user roles requires Full Admin access, whether you use user details, row actions, or bulk actions.

You can change roles from:

  • The user details page.
  • A user's row action menu.
  • The bulk action toolbar.

Change one user's role​

Use the row action menu or user details page to select a different organization role.

In user details, select Save changes to save the new role. From a row action or the bulk toolbar, select Change in the role dialog.

The role change applies only within the current organization. Roles assigned in other organizations are preserved.

Change multiple users' roles​

To update roles in bulk:

  1. Select one or more eligible users.
  2. Choose the bulk role change action.
  3. Select the new role.
  4. Confirm the change.

When managing users as a Full Admin, you cannot change the role of the organization's only Full Admin or change all Full Admins in one selection. Assign another user the Full Admin role first, or adjust your selection. The warning displays At least one Full Admin must remain.

Manage access restrictions​

The user details page includes an Access restrictions section.

Assigned restriction tags limit editing access to tagged Contents and Flows. A restricted user needs at least one matching tag as well as the role permissions required to edit an item.

Full Admins have the permissions to:

  • Enable or disable user tag restrictions.
  • Add tags to a user's editing restrictions.
  • Remove tags from a user's editing restrictions.

Managing user tag restrictions requires view organization tags and update organization users. Creating or editing an organization tag is a separate action that requires update organization tags, which Full Admins receive by default.

Turn on the restriction switch, add the required tags, and select Save changes. Turning off the switch and saving removes the user's assigned restriction tags for this organization. A user with no assigned restriction tags has no editing restriction from tags.

Copy email addresses​

Users with view organization users can copy one user's email address. Copying multiple addresses requires access to row selection, which is available with update organization users or delete organization users.

To copy one user's email address, use Copy email from the row action menu.

To copy multiple email addresses:

  1. Select one or more eligible users.
  2. Choose Copy emails from the bulk toolbar.

Flowize copies selected email addresses to the clipboard in semicolon-separated format.

Remove users​

Full Admins can remove one user or several users in bulk.

To remove users:

  1. Select the user or users you want to remove.
  2. Choose the remove action.
  3. Type REMOVE in the confirmation field.
  4. Select Remove user or Remove users.

You can also open a user's details and select Remove user in the Details tab, then confirm the removal.

When a user is removed, Flowize detaches the user from the organization and removes organization-specific tags, roles, project group memberships, and environment assignments.

If the user no longer belongs to any organization after removal, the account is soft-deleted and anonymized.

warning

When managing users as a Full Admin, you cannot remove the organization's only Full Admin or remove every Full Admin in a bulk selection. Assign another user the Full Admin role first, or keep a Full Admin out of the selection.

You can remove yourself if you have the removal permission and the Full Admin protection does not block the action. Flowize then reloads your access to any remaining organizations; if you have none, you are signed out.

To leave an organization from your own Account settings, see Leave an organization.

Use bulk actions​

Selecting one or more eligible users displays the bulk action toolbar. The available actions depend on your role; changing roles and removing users require Full Admin access.

Row selection requires update organization users or delete organization users. With their default permissions, Content Editors and Project Admins can use Copy email from a row but cannot select rows for bulk actions.

Bulk actionDescription
Select all usersSelects all eligible users.
Copy emailsCopies selected email addresses to the clipboard.
Change rolesAssigns a new role to all selected users.
Remove usersRemoves all selected users from the organization.

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