This article is for Flatfile's Portal 2.0, Portal 3.0, and Workspaces. If you'd like to check out the latest version of the Flatfile Data Exchange Platform, click here!
To add someone to your Team, first go to the Team page. From here, you can send invites using the email addresses of the people you would like to invite. Remember, adding someone to your team lets them create Workspaces and Data Templates, add Embeds, and view, edit, and download Imports.
To remove someone from your Team, you must be the Team owner. To change which account is the team owner, contact firstname.lastname@example.org. If you're logged in as the team owner, simply click the 3 dots menu in the top corner of a user and select Remove from Team.
If you are hoping to add collaborators to a specific Workspace rather than new members to your team, please see our article on adding collaborators.