Members and roles
How organisation membership actually works, what owners, admins and members can each do, and how to add or remove people.
FoxFlow's membership model runs the opposite way to most tools, and it's much less confusing once you see why.
Membership comes from flows
Your organisation's members are everyone who belongs to at least one of its flows. There's no separate step where you add someone to the organisation.
Beth joins the Connect Cards flow
→ Beth is a member of your organisation
Beth is removed from every flow
→ Beth is no longer a member
So the Members tab is a view of who has access, not the place you grant it. It says as much: members are added through flow invites, and points you at Flow Settings → Team.
The three roles
| Role | Can | Cannot |
|---|---|---|
| Owner | Everything, including billing and deleting the organisation | Have their own role changed |
| Admin | Edit org settings, manage billing, promote and remove members, manage every flow and integration | Delete the organisation |
| Member | Work leads on their flows. Views most tabs read-only | Change org settings, billing, tags or messaging |
Owners are set when the organisation is created and change only through ownership transfer — not from a dropdown.
Admins are effectively co-owners for daily purposes. Promote with Make admin, step back down with Remove admin.
Org admin versus flow admin
Two different things worth keeping straight:
- A flow admin administers one board — its steps, scripts and team.
- An org admin administers everything, including all boards, billing and integrations.
Org admins automatically have flow-admin powers on every flow, so they never need adding as a flow admin individually. A blue check on an avatar marks an org admin.
Adding someone
Add them to a flow — see Your team. Either pick them from your organisation if they already have an account, or send an invite link. Accepting an invite joins them to both the flow and the organisation.
Removing someone
From the Members tab, Remove. Before it completes, FoxFlow asks what should happen to their leads: hand them to a specific teammate, or leave their leads unassigned.
You can't remove the owner, and you can't remove yourself.
When someone leaves your team
The sequence that leaves nothing dangling:
- Decide who inherits their leads.
- Remove them from the Members tab and choose that person.
- Check your assignment rules — if they were in a round robin, or were the single assignee, that still points at them.
Step 3 is the one people forget. Removing someone doesn't rewrite your assignment settings, so new leads can keep routing to a person who's gone.
Next: Tags.