Chapter 3—Set up your roles and teams

Tags: Flow

Once you get your data into Flow, it’s time to set up your roles and teams and invite users to Flow.

The Users page shows you the users who imported into Flow. Sort your users and see how their data is being incorporated, what teams they’re on, and other user information. Learn more about user management.

Tip: You may see more users than expected and may not recognize some users.   You can exclude or hide these users from reports. Learn more about excluding and hiding users.

Merge your users so your engineers' work is reflected holistically and accurately if they use multiple identities to do their work.

Here's a step-by-step video to show you how to merge your users.

Tip: Let your data finish importing before you merge users. This minimizes the number of times you need to merge users.

Organize your users into teams. Flow has a few default teams set up automatically. Add and import your own teams to organize your users to suit your needs. Learn more about team management.

Setting up teams and merging users organizes users so you can easily view the teams' activity. See who's committing code, how teams are performing, and which users to hide or exclude.

Customize what your users will be able to see in Flow by setting up roles and assigning roles to users. After setting up default view rights for users in Chapter 1, you can edit view rights on the user or team level if needed. Customize your users’ permissions across many users or teams, or for individuals. Use the help center for tips and best practices to get the most out of Flow.

Use our videos to walk you through the process step-by-step.

Users

Teams

Check out our Flow Getting Started video series for more step-by-step videos about Flow.

What's next?

Now that you’ve imported your data and set up your Flow users, you can learn more about Flow’s metrics and reports to get the most out of your data.

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