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Vizdom uses a role-based access model. Every workspace member is assigned one of three roles. Only Admins can manage members and change roles.

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Roles and permissions

PermissionAdminEditorViewer
View and filter dashboards✓✓✓
Export data✓✓✓
Create and edit dashboards✓✓—
Create and edit visualizations✓✓—
Connect and manage data sources✓✓—
Generate API keys✓✓—
Invite and remove members✓——
Change member roles✓——
Manage workspace settings✓——
Delete the workspace✓ (owner only)——
Role changes take effect immediately. A member whose role is changed does not need to sign out and back in — their permissions update on their next page action.

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Managing members

1

Go to Settings → Team

Open your workspace settings and select the Team tab.
2

Click Invite member

Enter the person’s email address in the invite field.
3

Select a role

Choose Admin, Editor, or Viewer from the role dropdown before sending the invite.
4

Send the invitation

Click Send invite. The recipient will receive an email with a link to join your workspace. The invite link expires after 7 days.
If the invite email doesn’t arrive, ask the recipient to check their spam folder. You can also resend the invite from the Pending invites list on the Team page.
1

Go to Settings → Team

Find the member in the Active members list.
2

Open the role menu

Click the role label next to the member’s name to open the role dropdown.
3

Select the new role

Choose the role you want to assign. The change saves automatically.
You cannot change the role of the workspace owner. Ownership transfer is handled separately — contact support@flowstateai.com if you need to transfer ownership.
1

Go to Settings → Team

Find the member in the Active members list.
2

Open the member menu

Click the ··· (more options) icon next to the member’s name.
3

Click Remove from workspace

Confirm the removal in the dialog that appears.
Removed members lose access immediately. Any dashboards or data sources they created remain in the workspace and are not deleted.

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API access

Only Admins and Editors can generate API keys. Viewers do not have API access. To generate an API key, go to Settings → API Keys and click New API key. Give the key a descriptive name so you can identify it later. For details on authenticating with the API and managing keys, see the API authentication reference.
Each API key inherits the permissions of the user who created it. An Editor’s API key cannot perform Admin-only actions.