Your team
Add people to a flow, understand flow members versus organisation members, and share invite links.
Flow Settings → Team is where you decide who works this board: manage who has access to this flow and can be assigned to leads.
Flow members are the real thing
This is the one piece of FoxFlow's structure worth understanding properly, because it runs backwards from what people expect.
You don't add someone to your organisation and then grant them flows. You add them to a flow, and that's what makes them part of your organisation. Your organisation's member list is simply everyone who belongs to at least one of its flows.
Add Beth to the Connect Cards flow
→ Beth is now a member of your organisation
→ Beth appears in Organisation Settings → Members
Two consequences worth knowing:
- Somebody on no flows isn't in your organisation at all.
- To give a person access to a second board, add them to that board. There's no separate permission screen.
Adding someone already in your organisation
The Team tab has Add from Organization, listing people in your org who aren't on this flow yet. One click. No invite, no email — they already have an account.
This is the common case once you're up and running.
Inviting someone new
For people who don't have a FoxFlow account, use Invite Links.
Quick link. Pick a role — Member or Admin — and generate a link. Anyone with the link joins this flow and your organisation. Links last 7 days by default.
Invite a team. Org admins can create a link locked to a list of email addresses (up to 100), optionally restricted to a domain, with an expiry of 7, 14 or 30 days. Only people on the list can use it.
Roles on a flow
| Role | Can |
|---|---|
| Owner | Everything, including deleting the flow |
| Flow admin | Every settings tab, manage the team, invite people |
| Member | Work leads. Sees General read-only, Team view-only, and Contacts |
Promote someone with Make admin, and step them back down with Remove admin. Org admins and owners already have flow-admin powers everywhere, so they don't need promoting.
A blue check on someone's avatar means they're an admin of the organisation.
Who can be assigned a lead
Only people on the flow. That's the practical reason to add someone even if they only handle occasional overflow: if they're not on the flow, they can't own a lead there, and they can't appear in your round robin.
Removing someone
Removing a person from a flow takes away their access to that board. If it was their only flow, they leave your organisation too. Removing them at the organisation level asks where their leads should go — see Members and roles.
Next: Automations.