User Management

The Users tab allows you to invite new users, manage which teams they’re part of, and control access to your Forest project.

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Accessing user management

1. Click your project logo in the top-left corner
2. Select Project Settings
3. Navigate to the Users tab

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Inviting new users

To add a user to your Forest project:

1. In the “Invite users” section, provide:
   • Email address - The user’s work email
   • Team - The team they will join
   • Role - Their role for granular permissions
   • Permission level - User, Manager, Editor, Developer, or Admin
2. Click Invite

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Managing user teams

Access a user’s details page to manage which teams they’re part of:

• Add them to a new team
• Modify their teams
• Remove them from a team

Remember to save changes after making adjustments.

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User tags

Tags organize users into groups for the Scopes feature, controlling data visibility based on user attributes. Each tag consists of a key and value pair:

• Key - Must be unique per user (e.g., region, department, office_id)
• Value - The specific value for that user (e.g., US-West, Sales, 42)

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Example use cases

• Regional access - Tag users with region: EU or region: US to show only relevant data
• Department filtering - Tag with department: Sales to restrict to sales records
• Multi-tenant applications - Tag with client_id: 123 for client-specific data access

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Removing users

To delete a user account:

1. Open their details page from the Users tab
2. Scroll to the Danger zone section
3. Click Remove user
4. Confirm by typing CONFIRM REMOVE