Adding and Managing Users on Your Account

Benefits of Adding Users

• Easy Collaboration: Adding users (employees, team members, or clients) makes it easy to collaborate on creative projects with your team.
• Decentralized Project Creation and Management: Using the permissions feature, users you add can create, interact with, revise, and finalize projects, accelerating your workflow.
• Organization: The ability to add unlimited users is particularly beneficial for agencies that need to manage multiple team members across different clients. 

Roles and Permissions

Not all roles can create, interact with, or finalize projects. The actions each role can take are defined below. 

Owner:

The Owner is the ultimate organizational administrator who has full access to all Flocksy profile features. They can manage payments, create/delete projects, and control all account users and settings.

Admin:

The Admin role is designed for organization administrators who need to edit and manage projects, users, and brand profiles.

Contributor:

The Contributor role is for team members and collaborators who need to create new projects, send messages, and give revisions.

Viewer:

The Viewer role is a limited access option for collaborators or marketing teams that only require the ability to view organization resources and project progress.

Here are the actions that each user role can take: 

Setting Up Permissions

The primary user, or “Owner”, can control account-level permissions to manage who can create and interact with projects. This ensures that everyone involved can access the platform and collaborate effectively, while still maintaining central control over the account. This level of access can only be shared if the Owner sends an invitation.