User Management

FlowForth provides a user management page where organization administrators can view team members, change roles, and control access. This guide covers managing existing members — for inviting new users, see Invitations.

Before You Begin

You need the Organization Admin role to manage users. See Understanding User Roles for more information.

Accessing User Management

1. Click Settings in the main navigation menu.
2. Select User Management to open the management page.

User management page with member list

Dashboard Overview

The top of the page shows a summary of your team:

Metric	Description
Active Members	Users who can currently log in and use FlowForth
Inactive Members	Users whose access has been deactivated
Pending Invitations	Invitations that have been sent but not yet accepted
Expired Invitations	Invitations that passed the 7-day acceptance window

A progress bar shows your seat usage — how many of your plan's available seats are in use.

Viewing Members

The member list displays all users in your organization with:

• Name — The member's display name
• Email — The member's email address
• Role — Administrator or Employee
• Status — Active or Inactive
• Joined — The date the member joined the organization

Changing a Member's Role

1. Find the member in the list.
2. Click the role badge or the Change Role action.
3. Select the new role: Administrator or Employee.
4. Confirm the change.

Role	Permissions
Administrator	Full access to settings, user management, reports, invoicing, and all features
Employee	Access to daily workflow features like activities, routes, and clients

tip

You cannot change your own role. Another administrator must do this for you.

Deactivating a Member

Deactivating a member removes their ability to log in without permanently deleting their account:

1. Find the member in the list.
2. Click the Deactivate action.
3. Confirm the deactivation.

The member's data, activity history, and assignments are preserved. You can reactivate them at any time.

Reactivating a Member

1. Find the inactive member in the list.
2. Click the Activate action.
3. Confirm reactivation.

The member regains access with their previous role and settings.

info

Reactivating a member uses one of your available seats. If you are at your seat limit, you will need to upgrade your plan first.

Removing a Member

To permanently remove a member from the organization:

1. Find the member in the list.
2. Click the Remove action.
3. Confirm the removal.

This frees up a seat on your plan. The removed user can be re-invited later if needed.

What's Next?

• Invitations — Invite new team members to your organization.
• Organization Settings — Configure your organization details.
• Subscription & Billing — Manage your plan and seat limits.