Flow.Documentation
ProfessionalManagementSecurity you can see

People and teams

6 steps± 4 minVideoVerified 22 Oct 2026
  1. Step 1 · Open your development environment
  2. Step 2 · Open People
  3. Step 3 · See how someone got their role
  4. Step 4 · Make a team
  5. Step 5 · Put people in the team
  6. Step 6 · See the role through the team

Under Administration → People you see who gets into this environment, with which role, and how each person got that role: directly through the portal, through a team, or through a group from your own sign-in system. You make a team, give it a role and put people in it: everyone in the team gets that role as well.

Watch the whole guide as a video6 steps in one film
Step 1 / 6

Open your development environment

In the portal, under Environments, click Development, and there Open. Flow opens in a new tab and you are signed in straight away.

  1. Click Development
Open your development environment · Click Development
  1. Click Open ↗
Open your development environment · Click Open ↗
Step 2 / 6

Open People

Click Administration in the bar on the left and choose People. You see everyone who has been in this environment: where they come from (invited, through SSO or through the portal), their roles and how they got them, whether two-step verification is on, and when they last signed in.

  1. Click Administration
Open People · Click Administration
  1. Click People
Open People · Click People
Open People · Everyone in this environment, with roles, two-step and last sign-in.
Step 3 / 6

See how someone got their role

Access always goes through roles. Sanne works as Business in the portal; in Flow that is the role Employee: the home, dashboards and the chat, no studio. Next to the role is how she got it: direct, so as the portal passes it on at sign-in. Whoever builds always has two-step verification on here.

See how someone got their role · Sanne Fisher: Employee · direct.
Step 4 / 6

Make a team

A team is a group of people you keep in Flow yourself, apart from the portal and your sign-in system. Open the Teams tab, click Add team, give it a name and a role, and save. Everyone in the team gets that role as well. Here Sales gets the role Reader: look at everything, change nothing.

  1. Click Teams
Make a team · Click Teams
  1. Click Add team
Make a team · Click Add team
  1. In Name of the team, type Sales
  2. In Role of the team, choose Reader
Make a team · In Name of the team, type Sales; In Role of the team, choose Reader
  1. Click Save
Make a team · Click Save
Step 5 / 6

Put people in the team

Under Members, choose who belongs. Adding or removing a member applies straight away; × takes someone out again. Whoever leaves the team loses the role they had through it.

  1. In Add member, choose Sanne Fisher
  2. In Add member, choose Tom Baker
Put people in the team · In Add member, choose Sanne Fisher; In Add member, choose Tom Baker
Put people in the team · The team Sales with the role Reader and two members.
Step 6 / 6

See the role through the team

Back on the Persons tab, Sanne and Tom now also have Reader, via team Sales. What someone may do is everything together: the role they have directly plus those of their teams and groups. So you always see where a right comes from.

  1. Click Persons
See the role through the team · Click Persons
See the role through the team · Sanne: Employee directly, and Reader via team Sales.

This guide was carried out step by step on 22 Oct 2026 by an automated test on Flow (version 3e563176).