Adding and managing team members
Add a team member, send their invite, mark designers, change their access, reset passwords, and disable or delete someone who has left.
Everyone on your team signs in with their own email and password, and their actions are recorded by name on timelines. You manage them in Settings → Team & access, which only the account owner and people with Can manage the team can open.
#The team list
Each row shows the person's initials, name, email and a role pill:
| Role pill | Meaning |
|---|---|
| Owner | Full access, always. Can't be restricted, disabled or deleted. |
| Full access | Every section and power, everything except ownership |
| Manager | Can manage the team |
| Team member | Some sections, shown as "N of M sections" |
| No access | Nothing ticked |
Rows also show a Designer flag and "N emails" for their team emails, and a status:
| Status | Meaning |
|---|---|
| Active | Signed in, with their last sign-in |
| Invited | Invite sent; shows the date the link is valid to |
| Invite expired | The link ran out; resend it |
| Not invited | No invite sent yet |
| Disabled | Sign-in is switched off |
#Step by step: add someone
- Press Add a team member. A side drawer opens.
- Details: enter their Email and Name. Email them an invite now is on by default and sends a one-time link valid for 7 days.
- Role: tick Designer if they design visuals. Designers appear in the visual job designer list, and the assigned designer is emailed when the customer responds.
- Access: tick the sections they need, or Full access, or All for a whole group, and any powers. See Sections and powers.
- Team emails: tick the notifications they should receive by email.
- Press Add team member.
If you unticked the invite, send it later from the row menu.
#The row menu
Open ⋯ on a person's row for:
- Edit — change their details, access and team emails, then Save. Changes apply on their next page load.
- Send invite / Resend invite / Send password reset.
- Disable sign-in / Enable sign-in.
- Delete.
#Passwords
- Invite and password reset links last 7 days, work once, and need a password of at least 8 characters.
- There is no "forgot password" on the team sign-in page. Someone with Can manage the team sends Send password reset.
- "This link is invalid or has expired." means send a new one.
- After too many failed attempts, the person waits a few minutes.
#Disabling and deleting
| Action | Effect |
|---|---|
| Disable sign-in | Blocks sign-in, keeps the account and their history. Reversible with Enable sign-in. |
| Delete | Permanent. |
Tip
When someone leaves, Disable sign-in keeps their name on the history they created and can be undone.
#The owner
The owner always has every section and power. Only their designer flag and team emails can be changed, plus sending them a password link.
#Common questions
The new member got no email. Was Email them an invite now ticked? Use Send invite, and ask them to check spam. If no Flyte emails arrive at all, contact your platform support team.
Their status says "Invite expired". Press Resend invite.
I changed their access but they still see the old menu. They need to reload the page.
I can't change or delete the owner. By design.
They're not getting enquiry or PO emails. Tick those under Team emails. All are off by default.