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Your team and their roles

7 steps± 5 minVideoVerified 28 Oct 2026
  1. Step 1 · Open People
  2. Step 2 · Invite a colleague
  3. Step 3 · Your colleague opens the invitation
  4. Step 4 · Your colleague confirms the email address
  5. Step 5 · Your colleague secures the account
  6. Step 6 · Your colleague is in
  7. Step 7 · Change a role

In the portal you invite people to your organisation, each with a role. A builder builds in Development and publishes up to Acceptance; a colleague uses what has been built and tests and approves; the owner manages everything. You see per environment what a role may do, and how your colleague gets in.

Watch the whole guide as a video7 steps in one film
Step 1 / 7

Open People

Click People at the top. This screen's question: who may do what? Everyone sees the same environments, but with the rights that come with their role. The table shows per environment what each role may do.

  1. Click People
Open People · Click People
Open People · What a role may do, per environment: the owner everything, a builder builds in Development, a colleague uses, tests and approves.
Step 2 / 7

Invite a colleague

Choose Invite someone, fill in the e-mail address and choose the role. Your colleague gets an invitation by e-mail; if mailing does not work, you copy the link and share it yourself.

  1. Click Invite someone
Invite a colleague · Click Invite someone
  1. In Email address, type cas@acme.com
  2. In Role, choose Builder
Invite a colleague · In Email address, type cas@acme.com; In Role, choose Builder
  1. Click Invite
Invite a colleague · Click Invite
Invite a colleague · The invitation is under Pending invitations, with the role.
Step 3 / 7

Your colleague opens the invitation

The link shows who invites, for which organisation and with which role. Anyone without an account creates one here, with a second step like everyone.

Your colleague opens the invitation · Your organisation's name and the role.
  1. In Name, type Cas Baker
  2. In Password, type ••••••••
Your colleague opens the invitation · In Name, type Cas Baker; In Password, type ••••••••
  1. Click Create account
Your colleague opens the invitation · Click Create account
Step 4 / 7

Your colleague confirms the email address

Your colleague also gets an email with a link first: with it she proves the address is hers. That way nobody else can use the invitation to make an account on her address.

Your colleague confirms the email address · ‘Check your inbox’.
Step 5 / 7

Your colleague secures the account

An invited colleague also scans the QR code with an authenticator app and keeps the recovery codes. Without that second step nobody gets in.

  1. In Code from the app, type the six digits from the app
Your colleague secures the account · In Code from the app, type the six digits from the app
  1. Click Confirm
Your colleague secures the account · Click Confirm
  1. Click I've stored them
Your colleague secures the account · Click I've stored them
Step 6 / 7

Your colleague is in

With the account secured, your colleague is a member of your organisation and lands in it straight away. Under People, your colleague's role says your role: as a builder they build in Development.

Your colleague is in · Builder · your role: builds in Development and Test.
Step 7 / 7

Change a role

As the owner you change anyone's role: choose Builders and then another role next to the name. It applies straight away, in every environment of the organisation. Set your colleague to Colleague, for example, when they only test and approve.

  1. Click Builders · 2 Owners and builders. They make workflows, APIs and AI Colleagues in
Change a role · Click Builders · 2 Owners and builders. They make workflows, APIs and AI Colleagues in
Change a role · The list with your colleague's role: Builder.
  1. Click Who may do what
Change a role · Click Who may do what
  1. Click Colleagues · 1 They use what you build: the home page, apps and AI Colleagues. 1
Change a role · Click Colleagues · 1 They use what you build: the home page, apps and AI Colleagues. 1
Change a role · Your colleague is now among the colleagues, with the role Colleague.

This guide was carried out step by step on 28 Oct 2026 by an automated test on Flow (version 96971699).