Users and invitations

Manage the people who use your app from Users in the builder navigation. The Users area includes Users, Teams, and Authentication.

Choose a task

• Review membership and user access before adding or changing access.

• Invite users by email when the invitation has a known recipient.

• Invite users with a link when joining a selected team through a shared link is appropriate.

• Import and export users to work with user records in files.

• Add user and team properties for attributes such as department or customer ID.

• Set up teams and roles to organize permissions.

Before you invite anyone

Choose the team deliberately. The invitation dialog can show Administrator as its current selection; do not assume that this is the right role for app users.

Check the published app too. The invitation dialog warns that non-builder users see the published app, so an unpublished change may explain a difference between your builder and their experience.

Adding a user record, sending an invitation, and confirming that someone can sign in are separate checks. After onboarding, test with the intended account using the access test checklist.