Team
Team workspace, members, and deletion.
A team is a shared workspace. Dashboards, data connections, and credits all belong to a team. Personal accounts get a personal workspace automatically; shared teams are created from the team switcher in the sidebar.
Open team settings at Settings → Team.
Create a team
From the team switcher dropdown in the sidebar, click Create team. You become admin automatically.
A team is a paid space, so creating one needs Pro. On Free you have your personal workspace only.
If you already pay for Pro in your personal space, you are asked whether to move that plan to the new team, which keeps you on one subscription and brings your remaining credits with it, or to keep both and pay for each separately. On Business, teams are covered by the business subscription and a new one needs no checkout. See Billing.
Team details
Team name, description, and avatar. Admins edit; members view only.
Members
Three roles:
| Role | Can | Takes a seat |
|---|---|---|
| Admin | Manage team settings, billing, members, and data connections. Full edit on dashboards. | Yes |
| Member | Build and publish dashboards, and connect data. Cannot manage team settings, billing, or members. | Yes |
| Viewer | Read dashboards and ask questions about them. Cannot build, publish, connect data or change anything. | No |
A viewer is free. Somebody who views one team and builds in another is charged once, for the building.
Add a member
Admins only. Enter the email address, pick the role, click Add Member. The invitee receives an email and gets access once they sign in.
An invitation costs nothing. On a paid plan the seat begins when they accept, and you pay only for the days it exists: somebody accepting halfway through the month costs half a month, added to your next invoice rather than charged there and then. Remove them again and the days they were not there are credited back on monthly billing. See Seats.
Change role or remove
The list shows roles as badges. Click Edit roles to turn them into dropdowns, change what you need, and click Done. Your own row stays a badge, since you cannot change your own role.
Remove someone with the button at the end of their row. Removing cuts access to team dashboards and data immediately; their personal account is untouched.
Set data access
Shown once a dataset in the team has a row security rule. It says which rows each person sees. Nothing about it appears for a team that does not use row security.
Leave a team
Team → Leave team. Open to every role.
Two cases are refused, with the fix in the message: you cannot leave a team where you are the only person, which is a deletion rather than a departure, and you cannot leave as the only admin without making somebody else one first.
Switch teams
Use the team switcher in the sidebar. Each team has its own dashboards, data, and members.
Delete a team
Team → Danger Zone → Delete Team. Admins only.
Deleting is permanent: dashboards, data connections, and cached data are removed. Members are not deleted from Flitch, only from this team.
If you're the only admin and your account is scheduled for deletion, you'll see a warning to promote another admin first.