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Your back-office is in production. This step is about giving your team access, with the right level of permissions for each person.

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Invite a user

  1. Go to Project Settings → Users
  2. Click Invite user
  3. Enter their email address and select a permission level
The user will receive an invitation email and can access the back-office immediately after signing up.

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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:

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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. A user has two independent things: a permission level (User → Manager → Editor → Developer → Admin, platform capabilities) and a role attached via a team (data access: collections, actions, conditional rules)
  1. Go to Project Settings → Teams
  2. Click New team and give it a name
  3. Add users to the team
  4. 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.

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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