Managing Members
As an Owner or Admin, you can invite new members to your team workspace, change their roles, and remove them when needed.
Inviting Members
- Navigate to Workspace Settings and select the Members tab.
- Click Invite Member.
- Enter the person's email address.
- Select a role to assign: Admin or Creator.
- Click Send Invite.
The invited person receives an email with a link to join your workspace. If they do not already have a XainFlow account, they will be prompted to create one.
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Invitations expire after 7 days. If an invitation is not accepted in time, you can resend it from the Members tab.
Changing Roles
To change a member's role:
- Go to Workspace Settings and select the Members tab.
- Find the member in the list.
- Click the role dropdown next to their name.
- Select the new role.
Role changes take effect immediately.
Removing Members
To remove a member from the workspace:
- Go to Workspace Settings and select the Members tab.
- Find the member you want to remove.
- Click Remove and confirm the action.
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When you remove a member, their personal assets and workflows that were created within the workspace remain in the workspace. The removed member loses access to all workspace content.
Related Pages
- Roles and Permissions -- understand what each role can do
- Workspace Settings -- other workspace configuration options
- Workspaces Overview