Zoho Flow : managing Members and their roles & permissions

Zoho Flow : managing Members and their roles & permissions

Members

There are three types of organization members in Zoho Flow: owners, admins, and users.
You can create an organization and belong to multiple organizations.

Roles and Permissions

Owners

By default, the person who creates an organization is the owner. As the owner, you can:

  • Modify the organization name
  • Add or remove members
  • Change roles of members
  • Create, edit, and delete flows
  • Create, test, delete, and reconnect app connections
  • View audit trail

Admins

As an admin, you can:

  • Modify the organization name
  • Add or remove members
  • Change roles of members
  • Create, edit, and delete flows
  • Create, test, delete, and reconnect app connections
  • View audit trail

Users

As a user you can:

  • Create, edit, and delete flows
  • Create, test, delete, and reconnect app connections

Managing Members

Only the owner or admin can manage the members of the organization.

Add member

To add a member to your Zoho Flow organization:

  1. Go to Settings > Members
  2. Click Add Member in the top right.

  3. Enter the name, email address, and role of the new member and click Send to invite them.
  4. You will be notified by email when the member accepts your invitation.
  5. To change the role of a member, click on the current role. Choose the new role from the dropdown.


  6. View the list of confirmed or pending members by choosing one of these options from the dropdown.

Deactivate or activate member

Deactivating a member restricts them from accessing your Zoho Flow organization.

Select the checkbox for the required user and click Deactivate. To activate the member again, select the checkbox for the user and click Activate.

Remove member

Removing a member denies them access to your organization until they are invited again. This feature is particularly useful when you want to invite a client or an employee from another team to work in your Zoho Flow organization for a limited period of time.

To remove a member or an invitee, select the checkbox for the user and click Delete.


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