Adding team members

Grow your team by adding more users and assigning specific roles to each member.

Working with teams on Flipsnack is easy, and it helps you get the job done together with your colleagues. You can control who gets access to what and make sure that collaboration doesn't turn into chaos by assigning permissions and roles to specific team members.

Table of contents:

Add team members

Discover team roles

Remove teammates

Deactivate teammates

Before we get started, however, give the video below a quick watch. You'll learn everything you need to know about the different roles you can assign to team members.

If you own an Enterprise subscription, keep reading to see how you can add more users to your account.

How to add team members

On the main dashboard, click the Settings icon in the lower-left corner of the page.

Once you are there, select the Teammates tab then Add teammate.

Next, type in the email address of the person you want in your team, assign them a role (You get to choose between Administrator, Editor, Agent, Contributor, Teacher, or Student), then click Send invite.

Roles you can assign to your team

• Owner - The person who created the account. There can only be one owner, and they have the ultimate control over the account.

• Administrator - Admins have the same access level as the owner, including control over workspace settings, billing, and everything else. There can be multiple administrators, but keep in mind that they have full access to everything.

• Editor - Editors have full editing permissions on all flipbooks. However, they will not have access to anything included in Workspace settings or Billing. This means that they will not be able to add or remove users, view subscription details, or make modifications to the subscription.

• Agent - These users just have access to their own flipbooks. Just like the Editor, anything in Account Options except for Change email and Change password is off-limits.

• Contributor - This role has the strictest permissions, as it only allows users to create, edit and view their own flipbooks, and they can only be published by the Owner, an Administrator, or an Editor. After a Contributor creates a flipbook, they will have the option to Ask for review instead of Publish.
  Once the review request is sent, the flipbook can be published by the Owner, an Administrator, or an Editor. Until then, it will appear in their account in My flipbooks with the Pending review label.

There is also a special type of role: Reader. This one is a custom role, and it is available only for users with the Enterprise plan.

Readers are people who can only view publications created within the workspace, and shared with them, specifically, but they can't create or publish anything in the workspace. If you have a list of people that you want to be part of the workspace only to view the content that you publish, you can contact us and make an inquiry about Readers. It's like a permanent list of subscribers, and whenever you share something with readers- only, no one else will have access to the publication.

We also offer an Education Premium plan, and this comes with two different roles:

• Teacher - This role is assigned automatically to the person who created the account. But you can also assign it to another team member if you want this. There can be more teachers in your team, except for you. This role has total control over the account. Only teachers can add or remove other members to the team.

• Student - This role has limited access. Students have full editing permissions only on their own flipbooks. They can’t access Settings, Workspaces, Billing, or Teammates. This means they can’t add or remove members.

If your team member accepted your invitation, the Status of your invite will display as Accepted next to your team member's entry in Settings -> Teammates.  If your team member hasn't accepted your invitation yet, a Pending tag will display and the option to Resend the invite.

How to remove teammates

You can easily remove teammates from the workspace as an owner or admin. Go to Settings -> Teammates as we described at the beginning of the previous section of the article (How to add team members).

Next to each team member, you will find a checkbox. Once you have selected the desired members, you can click on the Delete icon to remove the user from the workspace. When you remove a team member, you will be prompted to assign the flipbooks created by that user to a different user from the workspace. This means that the flipbooks will remain in the workspace.

Deactivate teammates

There are two scenarios in which your teammates may be 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.

You might also be interested in using folders, labels, and user logs if you work with many teammates.

Also, if you're the Owner or Administrator of an Enterprise or Organization plan, you'll find it extremely useful to use Feature management.