People and settings

Add users and set their roles

Give people access to your app by email address or email domain, and choose what each person can do.

Updated

Admins choose who can open your app. You add people by email address, or let a whole email domain in at once.

Open the permissions page

  1. Click your app's logo in the top-left corner.
  2. Click Settings.

The logo menu, with Settings highlighted

  1. Settings opens on Permissions. If it doesn't, click Members & Permissions in the sidebar.

The Permissions page: Add Email/Domain, Domain Access, and the active users grouped into Admins, Editors and Viewers

Add people

  1. Click Add Email/Domain.
  2. Type one or more email addresses or domains, separated by commas:
    • An email address, such as andy@demo.com, lets that one person in.
    • A domain, such as demo.com, lets in anyone who signs in with an email address at that domain. You can add your own organization's domain, never a public email domain such as gmail.com; to add another organization's domain, ask us.
  3. Choose a Role and click Add. Every entry you typed gets the same role. If you chose Admin, confirm with Grant Admin Access.

The Add Permissions window with an email address and a domain typed, and the Viewer role

People don't get an email when you add them. Send them your app's link and ask them to sign in with the address you added.

Roles

  • 👁️ Viewer: sees information and can comment.
  • ✏️ Editor: sees information, and creates, edits and deletes it.
  • ⚙️ Admin: everything an editor can do, plus Members & Permissions and Teams in Settings, and adding other people.

An editor's role picker open on the Permissions page: Viewer, Editor and Admin

A domain has a role too. Someone who joins through a domain gets the domain's role: if you added demo.com as Viewer, mary@demo.com joins as a viewer.

See and change who has access

  • Users via Domain Access lists who joined through a domain, with the domain's role. To give one of them a different role, add their email address through + Add Email/Domain with that role. A role on someone's own email address wins over their domain's.
  • Invited Users lists people you added who haven't signed in yet.
  • To remove a person you added by email, or a domain, click the trash icon on its row. Removing a domain removes everyone who joined only through it.

Invited Users, with a trash icon on its row, and Users via Domain Access, with the domain's role

Need help? Message Bernat on WhatsApp: +1 (415) 676 0459