Team Management

Learn how to invite team members, assign roles, and remove members from your ZenFlip organization.

Team Management

ZenFlip's team features let you collaborate with colleagues on your publications. Invite members, assign appropriate roles, and manage your team from one place.

Plan requirement: Team management is available on Creator (up to 5 members), Business (up to 25 members), and Enterprise (unlimited members) plans.

Accessing Team Settings

  1. Click Team in the top navigation

  2. You'll see a list of all current team members with their roles and status

Inviting Team Members

To add someone to your team:

  1. Go to the Team page

  2. Click Invite Member

  3. Enter the person's email address

  4. Select a role for the new member (see Roles & Permissions for details)

  5. Click Send Invite

What Happens After You Send an Invite

  • The invitee receives an email with a link to join your organization

  • The invite appears as Pending in your team list

  • If the person already has a ZenFlip account, they can accept the invite and immediately join your team

  • If they don't have an account, the link takes them through account creation first, then joins them to your team automatically

Invite Expiration

Invitations expire after 7 days. If an invite expires before being accepted:

  1. Go to the Team page

  2. Find the expired invite in the list

  3. Click Resend to send a fresh invitation

Bulk Invites

You can invite multiple people at once:

  1. Click Invite Member

  2. Enter multiple email addresses separated by commas

  3. Select the role (all invitees receive the same role)

  4. Click Send Invites

If you need different roles for different people, send separate invitations.

Managing Existing Members

Changing a Member's Role

Roles can be changed at any time by an Owner or Admin:

  1. Go to the Team page

  2. Find the member whose role you want to change

  3. Click the role dropdown next to their name

  4. Select the new role

  5. The change takes effect immediately

The member receives no notification when their role changes, so consider letting them know directly if the change affects what they can do.

Viewing Member Activity

Each team member's entry on the Team page shows:

  • Name and email - Who they are

  • Role - Their current permission level

  • Status - Active, pending (invited but hasn't accepted), or inactive

  • Joined date - When they accepted the invite

  • Last active - When they last logged in

For a full history of team actions, check the Audit Log (available on Business and Enterprise plans) in your organization settings.

Removing Team Members

To remove someone from your team:

  1. Go to the Team page

  2. Find the member you want to remove

  3. Click the three-dot menu (or Remove button) next to their name

  4. Confirm the removal

What Happens When You Remove a Member

  • The person immediately loses access to your organization's publications and settings

  • Any publications they created remain in your organization - they are not deleted

  • The person's ZenFlip account still exists; they just can't access your team's resources

  • They can be re-invited later if needed

Revoking Pending Invites

To cancel an invitation before it's accepted:

  1. Go to the Team page

  2. Find the pending invite

  3. Click Revoke or the three-dot menu > Cancel Invite

  4. The invitation link is immediately invalidated

Team Member Limits

The number of team members depends on your plan:

Plan

Team Members

Explorer (Free)

1 (just you)

Creator

Up to 5

Business

Up to 25

Enterprise

Unlimited

The member count includes the account owner. If you're on Creator with a limit of 5, that means you plus 4 additional members.

Approaching Your Limit

When you're close to your team member limit, ZenFlip shows a notice on the Team page. To add more members beyond your plan's limit, you'll need to upgrade your plan.

Audit Log

Available on: Business and Enterprise plans.

The audit log records all team-related actions for accountability and compliance:

  • Member invitations sent, accepted, and revoked

  • Role changes

  • Member removals

  • Publication changes (who created, edited, published, or deleted a publication)

  • Settings changes

To access the audit log:

  1. Go to Settings > Organization

  2. Click Audit Log

  3. Filter by date range, action type, or team member

The audit log retains data for 12 months on Business plans and indefinitely on Enterprise plans.