User Guide
Other documentationsDemoCommunity
  • Forest Admin
  • Getting Started
    • Setup guide
    • Master your UI
      • The Table View
      • Using the Layout Editor mode
        • Customize the Table View
        • Customize the Details View
        • Customize your creation and edition forms
      • Build a Summary View
      • Build an Explorer View
      • Using Smart Views
    • Tutorials
  • Collections
    • Manage your collection settings
    • Customize your fields
      • Edit widgets
      • Display widgets
      • Options
      • Default actions on relationships
    • Actions
      • Edit a record
      • Create a record
      • Using Smart Actions
    • Segments
    • Scopes
    • Performance
  • Workspaces
    • Introduction to Workspaces
    • Using Workspaces
      • Sharing your own Workspace URL with pre-selected data
      • Editing records with field components
    • Building a workspace
      • Workspace Incident Management example
      • Workspace KYC example
      • Transactions Monitoring & Fraud Management example
      • Fleet Management example
  • dashboards
    • Charts
      • Create a chart
      • Display record-specific charts in Analytics
  • Other tabs
    • Collaboration
      • Communicate with Notes
      • Approval requests
      • Inboxes
    • Activity
  • Integrations
    • Metabase
  • Project settings
    • General tab
    • Environments tab
    • Teams, Users & Permissions
      • Create and manage a team
      • Add and manage users
      • Manage roles and permission levels
      • Export users history
    • Security tab
      • SCIM integration with OneLogin
      • SCIM integration with Okta
      • Manual SCIM integration with Okta
    • Other project settings
      • Interface tab
      • Billing tab
    • Organizations
      • Organization settings
        • Configure SSO with AWS IAM
        • Configure SSO with Azure AD
        • Configure SSO with Google
        • Configure SSO with Okta
        • Configure SSO with OneLogin
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  1. Project settings

Teams, Users & Permissions

PreviousEnvironments tabNextCreate and manage a team

Last updated 1 year ago

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As an , you can use , and to control which users have access to specific resources. See to learn how to invite users to Forest Admin.

Forest Admin's user permissions can be summarised by the following features:

  1. : You can have as many teams as necessary. Each user can belong to 1 or more team(s). Each user has 1 role which applies to all the teams he belongs to.

  2. : The layout of a team is the way every visible aspect of your UI is set, from columns to Smart Views to widgets.

  3. : Roles allow you to manage all Smart Actions permissions, Collection permissions and access to Environments applied to a group of users. Each user has 1 role which applies to all the teams he belongs to.

  4. : The permission level of a user determines what Forest Admin administration permissions he has (e.g. Admin, Developer, Editor, User).

  5. : a scope is a pre-defined filter which applies to a collection and all its segments. It can be applied to specific teams.

For more details, read the following pages.

Roles
Teams
Scopes
add and manage users
Teams
Roles
Scopes
Team layout
admin
Permission levels