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.

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 immediately loses the ability to log in — with a password or with Google or Microsoft — and sees the same "account deactivated" message as a deactivated member. Their existing FlowForth account is kept, so the removed user can be re-invited later if needed.

Re-inviting a Removed User

1. Send a new invitation to the same email address from the Invitations page.
2. The user opens the link in the invitation email. Because they already have an account, FlowForth shows an Accept your invitation form instead of the registration form.
3. The user enters their existing password and clicks Accept invitation.
4. The user is sent to the login page and can log in again with the role assigned in the invitation.

The pending invitation reserves a seat until it is accepted or expires.

note

Deactivated members cannot be re-invited — they are still part of the organization. Use the Activate action instead.

Deactivate or Remove?

	Deactivate	Remove
Can log in	No	No
Stays in the member list	Yes, as Inactive	No
Uses a seat	No	No
How to restore access	Click Activate	Send a new invitation
Role on return	Previous role is kept	Role chosen in the new invitation

Use Deactivate for a temporary absence or when you expect the person back. Use Remove when the person has left the organization.

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.