#03Beginner3 min

Inviting Teammates

Set up your workspace, invite team members, and start collaborating on diagrams with real-time cursors and live editing.

In this guide

  1. 1Open the Share modal
  2. 2Generate a share link or invite by email
  3. 3Set permissions (editor or viewer)
  4. 4Collaborate in real-time
  5. 5Manage team members

Step 1: Open the Share modal

With your data model open, click the Share button in the top-right corner of the header. This opens the Share modal where you can manage access to your diagram.

Step 2: Generate a share link or invite by email

You have two ways to share:

Share Link: Click "Generate link" to create a unique URL. Anyone with this link can access your diagram (subject to the permissions you set). This is great for quick sharing β€” send the link via Slack, email, or any messaging tool.

Email Invite: Enter a teammate's email address and click "Invite". They'll receive an email with a link to access the diagram. If they don't have an ER Flow account yet, they'll be prompted to create one.

Step 3: Set permissions (editor or viewer)

For each collaborator, you can set their permission level:

Editor: Can create, modify, and delete tables, columns, relationships, and all other schema elements. Their changes appear in real-time for everyone. Editors can also import SQL, create checkpoints, and generate migrations.

Viewer: Can see the diagram in real-time (including live changes from editors) but cannot make any modifications. This is perfect for stakeholders, product managers, or QA engineers who need to understand the schema without accidentally changing it.

You can change permissions at any time from the Share modal.

Step 4: Collaborate in real-time

Once your teammates join, you'll see their presence in the diagram:

  • Collaborator avatars appear in the toolbar, showing who's currently viewing the diagram
  • Live cursors show where each collaborator is pointing on the canvas
  • Real-time changes appear instantly β€” when an editor adds a table or modifies a column, everyone sees it immediately

All changes are synchronized using CRDTs (Conflict-free Replicated Data Types), which means two editors can work on different parts of the schema simultaneously without conflicts.

Step 5: Manage team members

From the Workspace Dashboard, go to the Team section to manage your workspace members. Here you can:

  • See all members and their roles (owner, member)
  • Invite new members to the workspace
  • Remove members who no longer need access
  • Transfer ownership if needed

Workspace members can access all data models within the workspace, subject to the individual model's sharing settings.