Workspace and team

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How to Use Workspaces and Collaborate with Teams

Workspaces in Flowtrail AI enable seamless collaboration among team members. Follow these steps to manage workspaces and collaborate effectively:

Step 1: Access Workspaces

Navigate to the workspace section within Flowtrail AI to manage your workspaces and collaborations.

Step 2: Invite Team Members

To invite team members, click on the "Invite User" option. Input the email address of the user you wish to invite and assign their role within the workspace. Roles can include permissions such as viewer, editor, or admin.
Optionally, you can cancel invitations that have been sent if needed.

Step 3: Manage Workspace Members

Within the workspace management interface, you can view and manage team members. This includes seeing who has been invited, who has accepted invitations, and their respective roles within the workspace.

Step 4: Join Workspaces

You can also join workspaces created by others. Navigate to the "Join Workspace" section and enter the relevant details to join a workspace.

Step 5: Personal Workspace Management

In addition to collaborating within team workspaces, you can manage your personal workspace settings. This includes configuring preferences and managing your own workspace resources.

Note: Effective collaboration within workspaces streamlines teamwork and enhances productivity. Ensure clear communication and appropriate permissions are set for team members.

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