Team Members

Invite team members, assign roles, and manage workspace access.

Managing your team#

Go to Settings → Team to manage who has access to your workspace.

Roles#

RolePermissions
OwnerFull access, billing, can delete workspace
AdminManage team, connections, governance rules
MemberUse Sidekick, view activity, manage own conversations
ViewerRead-only access to activity and analytics

Inviting members#

  1. Click Invite Member
  2. Enter their email address
  3. Select a role
  4. Click Send Invitation

The invitee receives an email with a link to join the workspace. If they don't have a LumenFlow account, they'll create one first.

Removing members#

Click the menu icon next to a member's name and select Remove. Their conversations and activity history are preserved in the audit trail but they can no longer access the workspace.

Transferring ownership#

Only one person can be the workspace owner. To transfer:

  1. Go to Settings → Team
  2. Click the menu icon next to the new owner
  3. Select Transfer Ownership
  4. Confirm the transfer

warning The previous owner is downgraded to Admin after transfer. This action cannot be undone without the new owner's cooperation.