Overview
Each person who can use the workspace or one of its apps is stored once in the workspace’s shared user directory. This includes editors, internal app members, and external users. Apps and database tables can point to the same person. To track details such as a phone number, department, or plan, add them to one of your own tables and link that table to the user.What Zite stores on a user
Every user has the same small set of fields:- Name
- First name
- Last name
- Profile image
Your users appear in a dedicated panel in the database rather than as a normal table, and you can’t add columns to it. That’s deliberate — you extend a user by relating to them, which keeps one person’s details from being scattered across apps.
Link a table to your users
Add a User field to any table to attach its records to a person.1
Create or open the table
Use whatever table the data belongs in. A
Profiles table if the row is a person, or an existing table like Requests or Orders if you’re recording who it belongs to.2
Add a User field
Add a field and choose the
User type. Name it for its role in the table — Owner, Assignee, Submitted by, Member.3
Adjust the field settings
Decide whether the field holds one person or several, whether the picker should show only your team, and whether the row should be deleted when that person is removed from the workspace. See User field for what each setting does.
Ask the Agent for what you need
Once a table is linked to your users, describe the behavior you want and the Agent builds it.
When you ask, name the table, name the behavior, and say what should happen for someone with no matching records — an empty state is easy to forget and awkward to discover later.
Add a profile record when someone signs up
Sometimes a row per person needs to exist before they do anything — a form needs somewhere to write, a workflow needs a record to look up, or another system needs to be told. Create the table, then ask the Agent for an After sign up rule:See your users
Open the workspace database to see its read-only users panel. This panel shows the people stored in the shared user directory, but access is managed from the workspace’s Users area. ClickUsers to the left of the workspace selector, then choose the relevant view:
Editorsfor people with workspace-wide editing access- An internal app for organization members with Use Access to that app
- An external app for people outside your organization who have signed up to use it
FAQs
Do I need to set up user sync?
Do I need to set up user sync?
No. User sync connected two separate stores of users, which no longer exist separately. See What happened to user sync.
Can I import a list of users?
Can I import a list of users?
Open the workspace’s Users area and select the app first. Use
Invite to add the people who need access. See Members & users.What happens to someone's records when I remove them?
What happens to someone's records when I remove them?
Removing access to one app does not delete the person or their records. They may still be an editor or a member of another app.If the person is deleted from the workspace’s shared user directory, the records stay and the User field is left empty by default. Rows are deleted only when the field has Delete row when user is deleted turned on.