User management on the Platform

Give every user the right access

Invite your whole team, organise users in groups and decide per account, folder or form what each person can see and work on. Clear roles and permissions support your data governance, and every plan includes unlimited users.
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MoreApp user management overview with users, groups and roles
How it works

Users, groups and roles

Manage everything in one place with User management in the Platform.

Invite users

Invite a single user by email, or upload an Excel file to invite many at once. Choose the language of the invitation, the role and the group. Invites stay valid for 30 days.

Organise them in groups

Create groups for teams, regions or departments. Give the group a role once, and every member gets the same access.

Assign roles and permissions

Decide per account, folder or form what a user or group can do. You see every user and group with access in the Permissions tab of a form or folder.
Default roles

Six roles, ready on every plan

Each role works at account, folder or form level. Give people only the access they need for their work, which keeps governance simple as your team grows.
Account level

Account owner

Full control over the account. The highest-level role.
Manage billing
Manage email domain
Manage company account
Transfer ownership
All Account administrator permissions
Account level

Account administrator

Manages users, connections, folders and forms.
App access
Create forms
Create folders
Manage all forms & folders
Manage all submissions
Manage all tasks
Manage data sources
Manage users & groups
Manage single sign-on
Manage webhooks
Manage templates
Account level

Account user

Has access to the workspace.
App access
Folder level

Folder editor

Manages the folder and its content.
Move forms to the folder
Remove forms from folder
Edit folder
Delete folder
Form level

Form editor

Manages forms, submissions and tasks.
Update form
Delete form
Create submission
View submissions
Update submissions
Delete submissions
Create tasks
View tasks
Update tasks
Delete tasks
Form level

Form submitter

Fills out and submits forms.
Create submissions
Use cases

Best practises of user management

All plans

Field technicians only see their own forms

Technicians open the App and find only the forms they need for their work. Office forms stay out of sight.
All plans

Onboard a new crew in one go

A project starts next week with twenty new colleagues. Upload their email addresses and they all receive an invitation in their own language.
All plans

Team leads manage their region

Each regional team lead organises the forms in their own folder, without access to the folders of other regions.
All plans

Share the admin work

Several office colleagues manage users, forms and data sources. Billing and account settings are managed by one.
All plans

Mechanics who work in two regions

Some mechanics cover North and East. Add them to both groups and they get the forms of both regions in the App.
From Tree

Planners assign tasks without editing forms

The planning team sends tasks to the field, but can't change the form itself (custom role needed).
From Tree

Supervisors review their crew's reports

Site supervisors check and correct the inspection reports of their crew before they go to the customer. They can't change the form itself (custom role needed).
Forest · add-on in Tree

Seasonal workers get access on day one

HR adds new field workers to the right group in your directory. MoreApp creates the users automatically, and removes access when the season ends.
Forest

Separate accounts per entity

Each department, project or subsidiary works in its own account, while users log in with the same company credentials.
Spotlight

Single sign-on and Directory Sync

Your team logs in to the Platform, Web App and App through your own Identity Provider. With Directory Sync, users and groups from your directory are created, updated and removed in MoreApp automatically, so access always matches your organisation. If you use two-factor authentication in your directory, it also applies when logging in to MoreApp.
Included in Forest. Available as add-on in Tree.
Read the guide →
Single sign-on connection with an active identity provider and synced groups
Plans

What's included in each plan

No per-seat pricing. Every plan lets you add unlimited users.
Feature
Branch
Tree
Forest
Unlimited users
Invite users one by one or via Excel
Groups
Default roles
Permissions per folder and form
Multiple administrators
Custom roles (Advanced user management)
–
Single sign-on and Directory Sync
–
Add-on
Multiple accounts
–
–
4 included

Want SSO in the Tree plan or more accounts in Forest? Get in touch with our team.

Frequently Asked Questions

Can I have multiple administrators?

Yes. You can add as many Account administrators as you need. Every account has one Account owner, who is responsible for billing, account settings and email domain management.

Can I edit users that were created through Directory Sync?

You can adjust their permissions in the Platform. Adding, updating, suspending and deleting these users and groups happens in your directory, and the changes sync automatically within a few hours. You can still create regular users and groups next to them.

Which plan do I need for single sign-on?

Single sign-on with Directory Sync is included in the Forest plan. In the Tree plan, you can purchase it as an add-on. Get in touch with our team to add it.

What is Advanced user management?

Advanced user management lets you create custom roles with exactly the permissions you choose, for example a role that can only manage tasks. It is available in the Tree and Forest plans.

How do I invite multiple users at once?

Go to Users, click Invite user and choose Multiple users. Upload an Excel file with all email addresses in the first column, then select the language, role and group. Invites expire after 30 days.

What is the difference between a group and a role?

A group is a set of users, such as a team or region. A role is a set of permissions. You give a role to a user or a group, at account, folder or form level.

Does MoreApp charge per user?

No. You can add an unlimited number of users on every plan, at no extra cost. You pay for the plan and its submissions.

How does user management protect my data?

Roles and permissions make sure people only access the forms, submissions and data they need for their work. You see per form and folder who has access, and administrator rights stay with a few people. That keeps governance part of your daily routine instead of a separate project.

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