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Team

Team Management

Manage your team and control access to your organization.

Team Management

Every Setgreet account belongs to an organization. An organization is the workspace where your team collaborates on apps, flows, and settings. Team management lets you invite colleagues, assign roles, and control who can do what.

How organizations work

When you sign up for Setgreet, you create an organization. Everything in Setgreet -- apps, flows, analytics, integrations, billing -- lives inside this organization. All team members share the same organization and see the same data, scoped by their role.

Role-based access control

Setgreet uses a role hierarchy to control access. Each team member is assigned one of four roles, each with increasing permissions:

RoleSummary
ViewerRead-only access to flows and analytics. Cannot create or modify anything.
MemberCan create and edit flows, manage apps, and view analytics.
AdminEverything a Member can do, plus manage team members and organization settings.
OwnerFull access to everything, including billing, ownership transfer, and organization deletion.

See Roles & Permissions for a detailed breakdown of what each role can do.

Inviting team members

Admins and Owners can invite new members by email from Settings > Organization. Invitations include a role assignment and expire after 7 days. See Invitations for details.

Team member limits

The number of team members allowed depends on your plan:

PlanTeam members
Starter (free)1
Growth ($299/mo)5
Scale ($799/mo)Unlimited

If you need more team members on the Starter or Growth plan, upgrade your plan in Settings > Billing.

The organization Owner counts toward the team member limit. On the Starter plan, the Owner is the only member.

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