Personal & Organization

FilesWorkflow offers two types of accounts: Personal accounts and Organization accounts. This dual-account system allows for flexible usage across individual and team environments.

1. Personal Account:

   • Every user starts with a personal account.

   • Full control over your own workflows, tasks, and files.

   • Can create and join multiple organizations.

2. Organization Account:

   • Users can create multiple organization accounts.

   • Separate from personal accounts, with independent resources and settings.

   • Ideal for teams, companies, or collaborative projects.

3. Account Independence:

   • Personal account and each organization account operate independently.

   • Separate workflows, tasks, files, and billing for each account.

   • Switch easily between accounts without logging out.

4. Creating an Organization:

   • Any user can create an organization from their account settings.

   • The creator becomes the initial administrator of the organization.

5. Inviting Members:

   • Organization administrators can invite users to join the organization.

   • Invitations are sent via email or through a shareable link.

6. Organization User Roles and Permissions:

   • Administrator: • Full rights to create, edit, and delete content within the organization. • Manage organization settings and member permissions. • Invite new members and assign roles.

   • Member: • Can run private workflows within the organization. • Access to shared resources as determined by administrators. • Cannot modify or create new organizational content unless given specific permissions.

7. Switching Between Accounts:

   • Users can easily switch between their personal account and various organization accounts.

   • Account switcher is typically located in the user profile menu.

This flexible account structure allows for efficient collaboration while maintaining clear boundaries between personal and organizational work.