Inviting and managing your team in Tideflow

As your workspace grows, you’ll need to invite team members, assign roles, and manage access. This article explains how to add users and keep your team organized.

How to invite team members

1. Go to Team Settings > Members.
2. Click Invite Members.
3. Enter email addresses or share a join link.
4. Assign a role (Admin, Member, or Viewer).
5. Click Send Invite.

Invited users will receive an email with access instructions.

Managing user roles

To change a team member’s role:

1. In Team Settings, find the user in the list.
2. Click the dropdown under Role.
3. Select a new role and confirm.

Roles control what users can access and edit. Use roles to manage permissions at scale.

Removing users

1. In the Members tab, click the three-dot menu next to a user.
2. Select Remove from Workspace.
3. Confirm the removal.

This revokes access but retains task history and assignments.

Tips

• Use Viewers for clients or stakeholders who need read-only access.
• Admins can manage settings, billing, and integrations.