Sharing one FlowEngine login with three teammates is the kind of thing that works fine on Tuesday and explodes on Friday. Someone changes a password, somebody else gets logged out mid-workflow, audit logs show every action coming from one user. Eventually a client asks "who edited this on April 14?" and nobody can answer.
FlowEngine has built-in team accounts for exactly this. You invite a teammate by email under the Company settings tab, pick what they can do, and they get their own login under your agency. This guide covers the agency-side flow: adding employees of your agency who help you manage clients. (Inviting a client's own team to their client portal is a separate flow on the client side.)
Where the team UI lives
From the FlowEngine portal, click Settings in the bottom-left, then the Company tab in the settings sidebar. The first section on the page is Team Members.
Below the heading is a one-line subtitle: "Invite team members to share access to your portal, instances, and workflows. Unlimited seats included with Max." That's the contract: every teammate you invite gets access to the same agency-level resources you do, scoped by their role.
Roles at a glance
FlowEngine has three roles for agency teammates. Pick the one that fits how much you trust the person:
- Member (read-only). Can view your portal, instances, and clients but can't change anything. Useful for a junior teammate during onboarding, or for an external collaborator who needs visibility without write access.
- Manager (no billing). Can manage instances and workflows on your behalf. Can deploy, edit, and assign clients. Cannot manage billing or other teammates.
- Admin (full access). Can do everything you can - including invite more teammates, change roles, and manage billing. Reserve for trusted senior people.
You can change a teammate's role any time from the same panel. Demoting an Admin to Member takes effect on their next request, no logout dance required.
Step 1: Open Settings → Company → Team Members
One click on Settings, one click on Company, scroll if you don't land directly on Team Members. The section is at the top of the Company tab.
Step 2: Drop in their email
The input has a "[email protected]" placeholder. Type the teammate's real email. The role dropdown defaults to Member (read-only) - the safest choice. Bump it up to Manager or Admin if you know they need write access on day one.
Step 3: Send the invite
Click Send Invite. The teammate appears in the list below with a Pending status. They get an email with a sign-in link; the link is single-use and expires after a few days, so resend if it goes stale.
Once they click the link, set a password (or sign in with Google), they appear as Active and every action they take is attributed to their email in audit logs and execution history. Workflows show "edited by [email protected]" instead of a shared agency account.
Removing access when someone leaves
Click the row of the teammate you want to remove and hit Remove. They lose access immediately. Workflows and instances they previously edited keep their audit trail - you don't lose history when a teammate leaves.
What about client teams?
Inviting a teammate of yours (your agency employee) is what this guide covered. There's also a separate flow for when one of your clients wants to add their own employees to their client portal - that uses a similar UI but lives inside their own Settings tab and operates only on the workflows you've granted them access to. We'll cover that flow in its own guide.
Try it
If your agency has outgrown one shared login, this is the easiest fix. Sign in at flowengine.cloud, open Settings → Company → Team Members, and send your first invite. Reversible from the same panel - no commitment.