Chapter 3—Set up your roles and teams

Tags: Flow

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.

You can see the users that have been imported into Flow on the Users page. From here, you can sort your users and see how their data is being incorporated, what teams they’re on, as well as other helpful information. Read more about this page and details of how you can use it to better manage your users.

Tip: Once you’ve connected to your Git hosts and imported your repos, you may see more users than you were expecting and some users you don’t recognize. This is to be expected! Read more about why extra users show up and what you can do about it. Depending on your situation, you may choose to exclude these users from reports or hide them entirely.

Now is also a good time to 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: It's best to let your data finish importing before you merge your users. That way you minimize the number of times you need to merge users.

Flow also allows you to organize your users into teams. Flow has a few default teams set up automatically, but you can add and import your own teams to organize your users in a way that makes sense for your organization. Check out our article on team management to learn more about what you can do with teams in Flow. 

Setting up your teams and merging users helps you organize users so you can see who's committing code, how your teams are performing, and which users you want to hide or exclude.

You can further customize what your users will be able to see in Flow by setting up roles and assigning them to users. We already set up default view rights for users in Chapter 1, but now you can edit view rights on the user or team level if you want to. With both of these options, you can customize your users’ permissions across many users or teams, or for individuals. It’s up to you. These articles also give some tips for best practices for making your settings work for you.

To help you learn more about users and teams we've created videos to walk you through the process step-by-step.

Users

Teams

For more step-by-step videos about Flow, check out our Flow Getting Started video series.

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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