FlowPilot Manual

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Adding Your Team

This section covers how to invite teammates, manage access, assign work, and remove members when needed.

When you create a project, you are automatically assigned as the project leader. This gives you permission to add teammates and manage your team.

1. Adding a teammate to a project

  1. Open your project.
  2. Go to Summary.
  3. Select the Team card and click Manage >.
  4. Click + Invite Team Member.
  5. Enter the teammate’s name and email address.
  6. Click Send Invite.

Note: Your teammate will appear as "Pending" until they accept the invitation. After that, they will be listed in the Team Members panel, where you can resend the invite, update permissions, and manage their access.

2. Managing teammate permissions

Team member permissions can be updated by going to Project Summary > Team panel > Manage > and then clicking the Settings gear icon.

Default permissions allow team members to:

  • Add tasks
  • Modify tasks
  • Delete tasks
  • Rename or edit projects
  • Modify the roadmap
  • Add or manage kanban lists
  • Invite additional team members

Only the project creator can delete the project.

Each permission can be toggled on or off.

When you are finished, click Save.

3. Assigning tasks to teammates

Tasks can be assigned to any team member from any view by choosing them in the Assignee field from the Edit Task menu.

4. Accepting an invite

Once you invite a teammate, they will receive an email notification.

  1. Open the email and click Accept Invite.
  2. Enter a strong password and click Create Account.
  3. Check your email for the verification code, enter it, and click Verify Account.
  4. Click Sign In.
  5. FlowPilot will guide you through setting up your profile.
  6. Accept the invitation to the team project by clicking Accept in the top banner.

You will now have access to both the team project and your own personal workspace.

5. Editing team member details

Team member details can be edited by going to Project Summary > Team panel > Manage > and clicking the Edit pencil icon.

From the edit screen, you can update the team member’s name and email address.

6. Removing a teammate from a project

A teammate can be removed from a project by going to Project Summary > Team panel > Manage > and clicking the Delete trash can icon.

Click Delete user to remove them from the project.

Getting help

If you run into an issue that isn't covered in this manual, contact us at [email protected].