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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On this page
  • Add a new user
  • Manage a user's teams
  • Remove a user
  • Add a profile picture
  • Add user tags

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  1. Project settings
  2. Teams, Users & Permissions

Add and manage users

PreviousCreate and manage a teamNextManage roles and permission levels

Last updated 1 year ago

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Add a new user

This can be done with those simple steps:

  • Go to the Users tab in your Project settings

  • In the "Invite users" section:

    1. Enter an email address

    2. Select a team

    3. ​Select a ​

    4. Select a

    5. Click on Invite

  • Your pending invitations are listed below the user list

Manage a user's teams

To manage a user's teams, go to his details page.

From there, you can:

  • (1) Add him to a new team

  • (2) Change a team he belongs to

  • (3) Remove him from a team

Don't forget to save afterwards

A user must be assigned to a team at all times

Remove a user

To remove a user, go to a user's details page (1) from the Users tab:

You can then remove a user from the Danger zone by clicking on "Remove user" (2). Confirm by typing "CONFIRM REMOVE" (3).

Add a profile picture

Create an account and refresh your Forest Admin interface. Your picture should appear.

For now, it's the only way to add a profile picture.

Add user tags

On the each user's details page, you can add a tag (1), edit an existing tag (2) or remove a tag (3).

A tag is composed of a key and a value. For a given user, the key must be unique.

To add a profile picture next to your name at the top-right of your interface, you need to create a account.

User tags are useful for the feature: they allow you to organize your users into groups and control the data they are able to see.

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