Team & User Roles

The My Team module in the Flowlu mobile app provides a centralized place to manage your team members and control their access permissions through user roles. This guide explains how to navigate your team list, view user profiles, and manage role-based permissions.

Managing Your Team

This section allows you to view a complete list of your team members and access their profiles.

How to Access the Team List

1. From the bottom navigation bar, tap Modules.
2. Locate the My Team section and tap to expand it.
3. Select Team. This will display a list of all users in your portal.

Viewing a Team Member's Profile

From the team list, you can access detailed information about any user.

In the Team list, tap on the name of the person you wish to view. This will open their profile card, which displays:

1. Their full name and job title.
2. Their online status (e.g., "Last seen 2 months ago").
3. A Message button to start a conversation in the messenger.
4. Tabs for navigating different sections of their profile, such as Profile, Posts, Groups, and Time Off Management.

Adding a New User

To invite a new member to your team:

1. Navigate to the Team list.
2. Tap the plus (+) icon in the top-right corner to open the new user invitation form.

Managing User Roles

User roles allow you to define what actions different groups of users can perform within the Flowlu application.

How to Access User Roles

1. From the bottom navigation bar, tap Modules.
2. Expand the My Team section.
3. Select User roles. This will show a list of all configured roles in your account (e.g., Employee, Administrator).

Viewing and Configuring Role Permissions

You can inspect and modify the permissions for any role.

1. From the User roles list, tap on a role to open its settings.
2. The role configuration screen is organized into three tabs: Main, Access, and Users.
3. Tap the Access tab. Here you will see a list of all modules and add-ons. For each item, the role’s permission is displayed (e.g., "Employee" for full access, "Access denied" for no access). This allows you to quickly see what a user with this role can and cannot do.

Assigning Users to a Role

1. In the role configuration screen, tap the Users tab. This tab lists all team members currently assigned to this role.
2. Tap the Change button.
3. A list of all users in your portal will appear. Select the users you wish to assign to this role by tapping the radio button or checkbox next to their names.
4. Tap Send to save your changes.