Workspaces

Introduction

Floqer workspaces allow users to belong to multiple organizations at once and switch freely between them.

Users can manage their organizations by navigating to the organization dashboard: open the organization dropdown in the top bar and select Manage organizations.

Organization Dashboard

The organization dashboard allows users to view every organization they belong to, switch between them, accept or decline pending invitations, and create new organizations. Switching and answering invitations are also available from the organization dropdown in the top bar.

The organization dashboard shows the organization name, the user's role in that organization, and the org ID.

Switching organizations

A user can switch between organizations from either the organization dashboard or the dropdown:

• In the top bar, open the organization dropdown and select an organization.
• On the dashboard, select Switch on the organization's row.

Creating new organizations

To create a new organization, select the Create organization button at the bottom of the dashboard.

Organization Management

If the user is an admin of their organization, they can manage the organization, invite new users, or manage existing members by navigating to Settings → Members.

Roles

Every member holds one role in the organization.

An admin changes an existing member's role with Change role on their row in Members: pick the new role and confirm (for example Change to user). Moving an admin to another role shows a warning that they lose members, roles, billing, and settings. Changing a builder to User does not delete their workflows; they can no longer open them, and admins still can. In an organization that signs in with single sign-on, roles are assigned in the identity provider and the User option is not offered when inviting.

Inviting users to your organization

Select Invite member, enter the invitee's Email, choose a Role (Admin, Member, or User; see Roles), and select Send invite. A toast confirms Invitation sent. Clear Send an invitation email to invite without emailing; the toast then reads Invitation added, and the invitation still waits on the invitee's Organizations dashboard.

The invitee receives an email inviting them to join the organization. New users are prompted to create a Floqer account, and existing users are notified in Floqer. Until the invitation is accepted, the invitee is listed in Members with the status Invited and the admin who sent it. Revoke invite on that row withdraws the invitation. Members and pending invitations both count toward the seats shown under the list.

Troubleshooting messages

Accepting invites

Upon receiving an invitation, the user can accept it in the following ways:

• New to Floqer: the user enters the invited email address on the sign-in page, sets a password, and verifies their email. The organization dashboard then opens with the invitation listed under Pending invites.
• Already in another organization: the invitation appears both on the organization dashboard under Pending invites and in the top-bar dropdown under Pending invitations.