User management

A user in Rewst is an individual. That individual will be allowed to interact with Rewst in some way, as dictated by their role. Users should not be confused with organizations.

View users in Rewst

To access users in Rewst, navigate to Settings > Users in the left side menu of your Rewst platform.

Filter your list of users by any of the column header criteria. Click at the top right of the user management screen to open a submenu with options to Add or remove columns via checkbox selection.

Clicking the in the Actions column for any user opens up editing capabilities for that user. If you have permissions which allow you to make roll changes, adjust their role using the Roles drop-down selector.

Add and remove users from Rewst

Adding users into Rewst allows them access to build workflows, view forms, or update configuration items, like integrations or organization variables. When adding a user, there are 4 different roles, each with their own clearly defined permission options:

1. Admins

2. Members

3. Forms

4. Read Only

Adding a user to Rewst won’t send out an invite to the user, but whitelists them and gives a specified level of access. Once added, they can access Rewst via the main link, or via form links that you provide, depending on their permissions.

Currently, each user can only be associated with one Rewst organization. When adding a user to your organization, they'll have access to all of your top-level and customer organizations. Adding a customer will only give them access to their company information.

Add a user to a parent organization

To give a user at your organization access, first double check that the selected organization in the org selector is set to your organization.

From there, you can follow these steps:

1. Navigate to Settings > Users.

2. Click the + icon to add the user.

   

   The view of the expanded Users menu, before clicking + to add a new user
3. Enter the Email of the user.

4. Select their role from the list in the Roles drop down the menu.

5. Check the Send Email checkbox on or off, to suit your needs.

6. Submit.

Add a customer

Make sure you have the correct organization selected for your customer before following the same steps as for adding a user to a parent organization.

Change the organization by clicking the selector arrow in the drop down organization menu at the top left of your screen. Type in the search bar to find the specific organization to narrow down your search.

Remove a user or customer

Admin or member Rewst permissions are required to remove a user. If needed, re-add a removed user by inviting them again. Removing a user won’t remove any workflows they’ve built or delete any activity in the platform, such as results of workflows or edits they made to forms.

1. Navigate to Settings > Users.

2. Click the trashcan to the far right of the user's record to remove the user.

3. Confirm that you want to Delete in the confirmation dialog that appears.

   

Add a large batch of users

If you have many users to add from your organization or one of your customers, set up the Add Users To Rewst Via Group Crate for your environment. Search for it in Crate Marketplace.