How to add team members

Scale your digital content operations with role-based team management

Create, publish, and share content more effectively by setting up your team in Flipsnack. Give each team member the right access level, keep your content secure, and work together smoothly, all from one simple dashboard.

Table of contents:

• Adding team members
• Understanding team roles
• Managing team access
• Removing team members
• When team members get deactivated
• Tools to keep your team organized
• Next steps

Key benefits:

• Streamline workflows with role-based access control
• Enhance security through granular permission management
• Speed up and scale content creation to meet team goals
• Maintain operational control while enabling collaboration

 

Let’s discuss about your teammates needs

Adding team members

1. Click the Settings icon in the lower-left corner of your dashboard
   
2. Select the Teammates tab and then click Add teammate
   

   

Here you have two ways to do this: 

Add teammates manually 

Click the Add teammates button to manually invite new users by entering their email addresses.

After you added the email addresses, each teammate can be assigned one of the following roles:

• Administrator - has the same access as the owner, but there can be multiple administrators.
• Editor - has full flipbook editing permissions. Does not have access to Billing and Settings.
• Agent - has access to their own flipbooks. Does not have access to Billing and Settings.
• Contributor - can create, edit and view their own flipbooks, but they can only be published by the Owner, Administrators or Editors.

After, click on send Send invite.

Import the CSV list with your teammates

1. First, you need to prepare your CSV list. The file must include two columns:

• Email address of the teammate.

• Role assigned to that teammate (use lowercase for roles).

Accepted roles

Use one of the following role names exactly as shown:

• administrator

• editor

• agent

• contributor

2. Then, go back in the app, and use the dropdown arrow to reveal the Import from CSV option for bulk additions. 

 

Understanding team roles

Management roles

• Owner

• The person who created the account
• Can do everything in the account
• There can only be one owner

• Administrator

• Can manage settings and billing
• Can add or remove team members
• Can change subscription details
• Perfect for team leaders

Content creation roles

• Editor

• Can work on all flipbooks
• Can't access billing or workspace settings
• Great for design teams and content creators

• Agent

• Can create and manage their flipbooks
• Works only with their content
• Good for individual team members

• Contributor

• Makes their flipbooks
• Needs approval before publishing
• Uses "Ask for review" instead of "Publish"
• Perfect for freelancers or contractors

Special access role

The Readers section allows workspace owners and administrators to give specific people access to view flipbooks, without giving them editing or publishing rights. You can add readers manually or import via CSV for bulk actions.

• Can't create or edit anything
• Great for sharing with clients or stakeholders

Checking Invites:

• Look in Settings → Teammates to see everyone's status
• Accepted means they're active
• Pending means they haven't joined yet
• Need to resend an invite? Just click Resend invite

 

Removing team members

1. Go to Settings → Teammates, as we described at the beginning of the previous section (Adding team members)
2. Check the boxes next to team members
3. Click the Delete icon
4. Choose who gets their flipbooks 

 

 

When team members get deactivated

  1. If you added teammates during the trial period and later choose to purchase a plan that does not support teammates, we will deactivate all previously set teammates and allow you to decide how to proceed:

• You can either upgrade your plan to reactivate teammates
• Or delete the deactivated teammates by following our standard deletion flow

   2. If you transition from an Enterprise plan that includes, for instance, 8 teammates to a Business Team plan that only accommodates 4 teammates, all existing teammates will be deactivated. You will have the option to reactivate any 4 of your choosing, while the other will remain deactivated. To maintain all your teammates, you will need to either upgrade your plan or remove the deactivated teammates following our standard deletion process.

 

Tools to keep your team organized

Make work easier with these features:

• Folders: Keep content organized like you would on your computer
• Labels: Tag content to find it easily
• User logs: See who did what and when
• Feature controls: Choose what features each team can use

 

Next steps

Useful resources

• How to Use Folders
• Using Labels
• Tracking Activity
• Managing Features

Need expert support?

Our team is here to help. Connect with our team experts or message us via the in-app chat for a personalized assistance.