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Managing Members

Effectively manage your team in AgentFlow.

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Team Overview

View team members: Organization → Team Members Information shown:
  • Name and email
  • Role
  • Status (Active, Invited, Inactive)
  • Last active
  • Usage stats
  • Join date

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Common Management Tasks

Update Role

Change member’s permissions level

Deactivate

Temporarily disable access

Remove

Permanently remove from organization

Transfer Assets

Move agents and conversations to another user

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Deactivating Members

When to deactivate:
  • Employee on leave
  • Contractor between projects
  • Temporary access suspension
  • Before permanent removal
What happens:
  • Cannot log in
  • Conversations preserved
  • Agents remain
  • Billing reduced
  • Can reactivate anytime
1

Find Member

Team Members → Select member
2

Deactivate

Click ”…” → “Deactivate”
3

Confirm

Confirm deactivation

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Removing Members

Before removing:
  1. Deactivate first (test impact)
  2. Transfer ownership of their agents
  3. Archive their conversations
  4. Document reason for removal
  5. Notify team if necessary
What happens:
  • Access immediately revoked
  • Email notifications stopped
  • Cannot be undone (must re-invite)
  • Audit trail preserved
Removing a member is permanent. Their agents and conversations can be transferred first.

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Transferring Ownership

Transfer agents/conversations before removing:
1

Select Assets

Choose agents or conversations to transfer
2

Choose Recipient

Select team member to receive assets
3

Transfer

Click “Transfer” and confirm

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Activity Monitoring

Track member activity:
  • Last login time
  • Conversation count
  • Agent usage
  • Token consumption
  • Shared conversations
Inactive member alerts:
  • 30 days: Warning notification
  • 60 days: Suggest deactivation
  • 90 days: Auto-deactivate (Enterprise)

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Team Analytics

Organization → Analytics → Team View metrics:
  • Active members
  • Token usage by member
  • Conversation patterns
  • Agent usage distribution
  • Collaboration metrics

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Bulk Actions

Select multiple members to:
  • Change roles in bulk
  • Send team-wide message
  • Export team data
  • Apply permission template (Enterprise)

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Best Practices

When removing a team member:
  • Export their important conversations
  • Transfer ownership of agents
  • Remove from shared conversations
  • Revoke API keys if any
  • Update team documentation
  • Archive their work
Monthly:
  • Review inactive members
  • Check for unused accounts
  • Update roles as needed
Quarterly:
  • Full team access audit
  • Review permission levels
  • Clean up guest accounts

Next: Billing & Subscriptions

Manage your organization’s subscription and billing
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