Invite your team and assign roles
Invite users at organization or workspace level, assign roles, and manage their status.
Start by inviting people at the right level, then adjust access if needed.
Use organization access when someone should help manage the organization or work across several workspaces. Use workspace access when someone only needs access inside a workspace.
In most cases, the default role is the best place to start. Add custom roles later if you need more specific permissions inside an app.
Organization level invitations
Invite users at organization level when they should be part of the organization and need an organization role.
The invited user receives an email with instructions to join the organization.
This is usually the best option for people who work across several workspaces or help manage the organization itself.
For advanced setup, see Manage organization access in the Builder Hub.
The Organization users & roles screen gives you a clear overview of users in the current organization.
On this screen, you can:
Use Search by email… to find a specific user quickly.
Use Filter by status to narrow the list by invitation or account status.
Click + Invite users to add new organization users.
Select users with the checkboxes in the list for bulk actions.
Change a user’s organization role directly in the Role column.
See which workspaces a user belongs to in the Workspaces column.
See when a user joined or when the invitation was sent in Joined/invited.
See whether the email address is confirmed in Verified.
See the current access state in Status, for example Active.
Manage custom roles
Workspace level invitations
Invite users at workspace level when they only need access to one workspace.
The invited user receives an email with instructions to join the workspace.
This is a good option when access should stay limited to one team, one solution, or one area of work.
If the invited user is not already part of the organization, inviting them to the workspace also adds them to the organization as a Member.
For advanced setup, see Manage workspace access in the Builder Hub.
The Workspace users & roles screen helps you manage access for the current workspace only.
On this screen, you can:
Invite users to the workspace.
Change a user’s workspace role directly in the Role column.
Use Search by email… to find specific members.
Use Filter by status to check invitation and account status.
See when a user joined or when the invitation was sent in Joined/invited.
See whether the email address is confirmed in Verified.
See the current access state in Status, such as Active, Inactive, or pending.
If you are in table view or on Workspace home, you can click Invite users in the app navigation for a faster workspace invitation flow.
Custom roles
Organization roles and workspace roles control access at a broad level. Custom roles give you more detail when the default role is too broad.
You create custom roles at organization level and reuse them across workspaces in the same organization. You then assign them in a workspace and use them in permissions.
In Builder mode, you can use them for:
table permissions
field permissions
app permissions
To limit app access to specific user roles:
In the app, open App settings from the app navigation.
In Allow access to, select the roles that should have access.
For a getting-started setup, keep things simple:
Add users to the right organization or workspace first.
Use custom roles later when your app needs more specific access rules.
For more detail on advanced permissions, continue in the Builder Hub:
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