Adding a member to a team in Viz Flowics grants them access to all projects assigned to that team. Their role determines what they can do within those projects.
Before you start
Only Company Admins and Managers can add members to a team
Check whether the user already has a Viz Flowics account before starting — the process is slightly different for new vs existing users
Adding Users to a Team
Step 1 — Open team settings
Go to Settings in the top navigation bar
Click Teams
Step 2 — Add the member
If the user already has a Viz Flowics account
Click on the team you want to add the new user to
Select the team you want to add members to
Use the search bar to find them by email address
Select them from the list
Assign a role
Save
If the user is new to Viz Flowics
Click Add user
Use the search and type the name or email address
Click on Add new member
Fill in the following details:
First Name & Last Name
Email Address (this will be their login username)
Role
Team Access
Confirm and save. The user will receive an invitation email to activate their account
Note: Invitation emails may land in the spam or junk folder. Ask the new user to check there if they don't receive it within a few minutes.
Roles and access
When adding a member, you must assign a role. Their permissions within those projects are determined by their assigned role.
Role | Description |
Company Admin | Full access: manages users, teams, billing, and all projects across the organization |
Manager | Can manage members from their teams and all projects that those teams have access to. Cannot create new Managers or access projects outside their teams |
Expert | Can manage projects they have access to. Cannot manage team members |
Moderator | Can only see and execute actions inside the Moderation Console |
Journalist | Can use the MOS Plugin to generate content, but cannot operate the Control Interfaces |
Guest | Can only see and execute actions inside the Social Accounts section |
Viewer | Can view and connect definitions to display widgets from their teams, but cannot edit them |
For the full breakdown of permissions per role → Getting to Know Team Member Roles
What happens after adding a member
⚠️ Important: Team membership grants access to all projects assigned to that team. If a user should only access a subset of projects, create a separate team and assign only those specific projects to it.
The user gains access to all projects assigned to that team automatically
Their permissions within those projects are determined by their assigned role
If you need to give a user access to specific projects only, create a dedicated team for those projects and add the user there
Common issues
I don't see the + Add Member button: You may not have Manager or Company Admin permissions. Contact your administrator.
The user didn't receive their invitation email: Ask them to check their spam or junk folder. If it's not there, go back to Settings → Teams, find the user, and resend the invitation.
I added the user, but they can't see any projects: Make sure the team has projects assigned to it. Users inherit access from the team — if the team has no projects, the user won't see any.