Team Management
This page covers advanced team administration. For basic team setup, see Inviting Your Team.
Accessing Team Settings
Go to Settings, then Team to see all current team members, their roles, login status, and last active date.
Roles and Permissions Summary
| Role | Pipeline Access | Settings Access | Billing Access |
|---|---|---|---|
| Owner | Full (create, edit, move, delete) | Full | Full |
| Manager | Full | Full except billing | None |
| Member | Create, edit, move deals | None | None |
| Viewer | Read-only | None | None |
For the complete permissions matrix, see Inviting Your Team.
Common Team Management Tasks
Changing a role: Click the role dropdown next to any team member and select the new role. Changes take effect immediately.
Removing a member: Click the remove icon. The user immediately loses access. Their past activity (deal updates, notes, conversation responses) is preserved.
Resending an invitation: If an invitation expired (7 days), click Resend next to the pending invitation.
Viewing activity: Click any team member's name to see their recent activity: deals created, deals moved, conversations responded to, and last login date.
Best Practices
Give estimators the Member role. They need to view and update deals but shouldn't change pipeline structure or chatbot settings.
Give your office manager the Manager role. They need full operational control without access to billing.
Use Viewer for accountants or partners. They need visibility into pipeline value and revenue without the ability to modify anything.
Review active users quarterly. Remove team members who no longer work with you to keep your account clean and secure.
FAQ
What happens if I'm on the Starter plan and need more than 1 seat? Upgrade to Growth ($149/mo) for up to 5 seats, or Scale ($349/mo) for unlimited seats. See Plans and Pricing.
Can I transfer account ownership? Yes. Email support@customerflows.com with the current and new owner's email addresses. Both parties must confirm.
Is there an activity log for compliance? Every action in CustomerFlows is logged with timestamps and the user who performed it. The activity log is visible in deal detail views and will be available as an exportable audit log in a future release.
Related
- Inviting Your Team -- Initial team setup
- Plans and Pricing -- Seat limits by plan
- Account Settings -- Company-level configuration
Need help? Email support@customerflows.com.