Settings and Options
      Back to home
      1. Slideform Help Center
      2. Using Slideform
      3. Settings and Options

      Manage Users and Teams

      Learn how to invite users, assign them to teams, and share projects with specific users and teams.

      Invite new users to your account

      Any account admin may add new users to your account.

      1. Go to Users on the left side menu to open the user management page. Click Invite More Users
      2. Enter the name & email of the new user.
      3. You may set a password for them, or leave the password blank to allow them to set it themselves.
      4. Select the user Role and click Send Invite.

      User permissions

       

      Role View projects and generate output Use Bulk Mode Add and Manage Data Sources Add Project Templates Configure Data Mapping Add or Remove Users Manage SSO and License
      Viewer X X          
      Editor X X X X X    
      Admin X X X X X X X

      Delete a user

      To remove a user, and admin can click the Remove User button next to the user name.

      Create a team

      Any account admin may add new users to your account.

      Go to Team on the left side menu to open the team management page. Click New Team and enter a name for the team. Click Save Teams.

      Add users to a team

      --- TBD ---

      Share projects with specific users and teams

      Projects may be limited to specific users and teams. By default a new project will be shared with all users and teams.

      To set a project to a specific team or set of users, go to Configure Data on the Project Card. 

      Click the Collaborators tab at the top of the page.

       Select the team or set of individual users that need to see this project. Click Save.