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Your organization is the workspace that holds all your workflows and resources. You invite members to collaborate in it, each with a role that controls what they can do.

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Inviting members

To add someone to your organization:
1

Open member management

Go to the Members section in Settings.
2

Send an invitation

Enter the person’s email address and choose the role they should have.
3

They accept

The person receives an email with an invitation link. When they accept, they join with the role you assigned.
Invited members show a pending status until they accept, then become active.

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Roles

Each member has a role that determines what they can do:
RoleCan do
AdminFull control — manage members, change settings, and work with all resources.
EditorCreate and edit workflows and resources.
ViewerRead-only access — view workflows and resources without changing them.
Assign the least privileged role that lets someone do their job. You can change a member’s role later.

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Managing members

From member management you can change a member’s role or remove them from the organization. Removing a member revokes their access immediately.

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Next steps

Roles & access

Go deeper on access control and security options.

Account & settings

Manage your profile and organization settings.