Team Management
Team Management is where Administrators run the team: its name and logo, its members and groups, API keys and webhooks, AI, shared checklist branding and billing. Each area is a tab of its own.
Before You Start
You must be an Administrator. Team Management is not shown to Members or Guests, and opening one of its pages without being an active Administrator takes you to your home page instead.
Opening Team Management
Click Team Management in the left navigation bar, or choose Team Management from the menu under your name at the top of the page. The General tab opens.
On a phone the tabs do not fit across the screen, so a Section dropdown takes their place. Choose a section to go to it.
The Tabs
| Tab | What it is for | Address |
|---|---|---|
| General | The team's name and logo, and where its data is stored. See General Settings. | /team/general |
| Members | Everyone in the team, with their role, permissions and status, and pending invitations. See Inviting Users and Roles & Permissions. | /team/members |
| Groups | Named sets of people that work can be assigned to. See Group Management. | /team/groups |
| API & Integrations | API keys for the API, the MCP server and Zapier, and the Slack app. See Creating an API Key and Slack. | /team/api |
| Webhooks | Sending events to other systems, and each webhook's delivery history. See Manage Webhooks. | /team/webhooks |
| SSO & Security | Whether your team signs in through single sign-on, and where members turn on two-factor authentication. See The SSO & Security Tab. | /team/security |
| AI | Turning AI features and AI assistant connections on or off, AI credits and usage. See Manage AI for Your Team. | /team/ai |
| Shared Checklists | Your custom subdomain and your branding on shared checklists. See Shared Checklist Branding. | /team/shared-checklists |
| Billing | Your subscription, payment details and invoices. A team on licences sees Licensing instead, listing its licences. See the Billing FAQ. | /team/billing |
| Sending email from your own domain. Shown on the Enterprise plan only. See Custom Sender Domain. | /team/email |
Links to the old Team page, such as app.checkflow.io/Team?tab=USERS, still work and open the matching tab.
The SSO & Security Tab
Nothing on this tab can be changed here. It shows:
- Single sign-on (SSO) — On if your team signs in through your identity provider. SSO is part of the Enterprise plan and is set up by CheckFlow; contact us to start, or to change the set-up. See Single Sign-On.
- Two-factor authentication (2FA) — each member turns 2FA on for themselves, on the Security tab of their own profile. 2FA does not apply to signing in through SSO; your identity provider can require its own.
Notifications
Most changes made in Team Management send an in-app notification to every other active Administrator. The Administrator who made the change is not notified of their own action.
| Change | Also notified |
|---|---|
| A member's role, status or permissions changed, or the member deleted | Nobody else — the member is not notified |
| A member added to or removed from a group | That member |
| A group deleted | Everyone who was in it |
Each page linked above lists the changes it notifies.
If It Does Not Work
| What you see | Why | What to do |
|---|---|---|
| There is no Team Management link | You are not an Administrator | Ask an Administrator to make the change, or to change your role. |
| Not Allowed — Only an administrator of your team can do this. | You are no longer an active Administrator, for example because another Administrator changed your role | Ask an Administrator. |
| Page Expired | The page was open for a long time | Refresh the page and try again. |
| Too Many Requests | The same action was done many times in a short while, such as sending invitations | Wait a few minutes and try again. |
Related Pages
- Roles & Permissions — who can do what, set on the Members tab.
- Offboarding a User — the order to work through the tabs when someone leaves.
- Manage AI for Your Team — the AI tab.
- Billing FAQ — which users are billed, and where your invoices are.