How to add teammates to your Flipsnack workspace

Overview

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

💡 Benefits of adding team members to your workspace

• Five roles: Owner and Admin reach Billing and Settings. Editor edits every flipbook but not Billing. Agent sees only their own flipbooks. Contributor creates and edits their own but cannot publish them.
• Publishing stays a decision: a Contributor's flipbook waits for an Owner, Admin or Editor, so nothing reaches readers unreviewed.
• 1,000 teammates in one CSV: two columns, email and role, capped by the seats your plan carries.
• Nobody leaves with the files: remove a teammate and the flipbooks they made transfer to the workspace owner.

Adding teammates

• Click the Settings icon in the lower-left corner of your dashboard

• 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:

• Admin - has the same access as the owner, but there can be multiple admins.
• 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, Admins 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:

• admin 
• 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

Admin

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

Workspace manager

• this is a free user - only available on request with the Enterprise plan. 
• exclusively focused on workspace management
• for this role, the access is limited to:
  • teammates management and activity logs
  • readers management
  • groups
  • Single Sign-on (SSO)
  • permission settings
  • workspace access management

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 teammates
• 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 admins 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 teammates

• Go to Settings → Teammates, as we described at the beginning of the previous section (Adding teammates)
• Check the boxes next to teammates
• Click the Delete icon
• Choose who gets their flipbooks 

When teammates get deactivated

  1. If you added teammates and later move to 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 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

• How to use folders
• Using Labels
• Tracking Activity
• Managing Features

Need expert support?

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