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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  • Create a team
  • Manage your team's layout
  • Delete a team

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  1. Project settings
  2. Teams, Users & Permissions

Create and manage a team

PreviousTeams, Users & PermissionsNextAdd and manage users

Last updated 1 year ago

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Create a team

You can create a team by going to your Teams tab in your project settings, then click "+ New team" (1):

When creating a team, you can optionally copy another team's layout (2).

Manage your team's layout

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

If you want to apply an existing team's layout to another team, go to its settings page and use the "Copy" feature (3).

This action cannot be undone! Always review your action before copying a layout.

Delete a team

To delete a team, go to its settings page, scroll down under the user list and click on "Delete this team".

To delete a team, you will be asked to retype the team's name as a confirmation mechanism.

Danger zone: Be very careful, this action cannot be undone!