Invite a user
- Go to Project Settings → Users
- Click Invite user
- Enter their email address and select a permission level
Permission levels
A user’s permission level sets what they can do with the Forest platform itself, configuration, environments, administration. Forest has five built-in levels, each adding capabilities on top of the previous:| Level | Adds the ability to |
|---|---|
| User | Browse data, view/create/update/delete records, execute actions |
| Manager | Manage the inbox and notifications |
| Editor | Customize layouts, Smart Views, workspaces, dashboards, and workflows |
| Developer | Manage environments and deploy between them |
| Admin | Manage teams, users, roles, and project settings |
Roles and teams
Permission levels are separate from roles. Where a permission level governs platform capabilities, a role governs data access, which collections a user can read or edit, which actions they can trigger, down to field level and conditional rules. Roles are assigned through teams: group users into a team (e.g. Support, Finance), then attach a role that scopes exactly what that team can touch.
- Go to Project Settings → Teams
- Click New team and give it a name
- Add users to the team
- Attach a role defining which collections, actions, and fields the team can access
For the full breakdown of roles, collection and action permissions, conditional rules, and approval workflows, see Roles & Permissions.
What’s next
Your team is in. If another developer needs to contribute to the project, the next step covers the developer onboarding workflow.Next: Invite a developer →
Set up a development environment for a new developer