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Inviting and Managing Users

This article is a set of basic instructions on how you can invite your team onto Codebots


Developing applications is a team-based effort, so it is important that everyone on your team can contribute. There a many different access levels, each of which controls what you have the ability to do. The instructions below are grouped by the three different user types. Use the links below to jump to your access level:

If you are a site admin or owner

As an admin, you have complete control over who can access your site. You have the ability to:

Accessing the admin Team page

The user management screen is where you can complete all of the instructions outlined below. To get to your it, follow these steps:

  1. In the left-hand menu, click on the Switch Product link at the top. This will open the site menu
  2. Underneath the links to the different Products, you will see a list of sites you have access to.
  3. Underneath the name of your current site, you will see a list of links (if you have the right level of access).
  4. Click on the link to ‘Team’.
  5. You will land on the Team management page.

You can also access this page by clicking the link in the top right-hand corner of the site dashboard.

The team management page lists out every user who has access to your site, what level of access they have, and which apps they belong to. Users who have yet to accept invitations are also shown as pending. You will notice that there are a series of tabs along the top. They let you quickly filter by the different user types. There is also a search bar available in the top-right if you need it.

Adding a user to the site

When you invite a new user, they cannot access any of the existing apps, but they can make a new one. To add a user to a particular app, you need to instead open the app and go to it’s user management screen and add the user there.

  1. Navigate to the user management screen.
  2. Click the green “Add to Team” button in the top-right of the grey area.
  3. A modal will appear to add new members.
  4. Type the new user’s email address into the field.
  5. Click on the “+” button on the right, or hit the enter key, to finish the email.
  6. You can add in another email if you need, following the same process.
  7. Once you are done, click on the “Invite to Application” button at the bottom.
  8. The user will now be able to access the site, and will show as pending in the list until they accept your invitation.

The new will show up as pending in the Team list, until they accept the invitation. If you wish to resend the invitation, you need only find the pending user profile and click the resend button below.

Removing a user from the site

  1. Navigate to the user management screen.
  2. Locate the team member in the list of users
  3. Click on the option button in the top right-hand corner, denoted by three dots
  4. Select the remove option
  5. If you are sure, click on the “Are You Sure?” button
  6. The team member will be removed and won’t be shown in the list anymore.

Changing a user’s app access

  1. Navigate to the user management screen.
  2. Locate the user’s profile in the list on the Team page.
  3. Click on the “View all my apps” link.
  4. To add them to an app:
    a. Click in the field at the bottom of the list.
    b. Start typing the name of the app until suggestions come up.
    c. Click on the correct app, and the user will be added to it.
  5. To remove them from an app:
    a. Locate the app in the list.
    b. Click on the x button next to it’s name.

You can also change a users access to an app by going to the app’s Team page, via the app dashboard.

Promoting and Demoting a team member

If you are a site owner or admin, you can promote or demote other team members to be administrators.

  1. Navigate to the user management screen.
  2. Locate the team member in the list of users
  3. Click on the option button in the right corner, denoted by three dots
  4. To promote, select the promote option
  5. To demote, select the demote option

If you are an app owner or member

If you are the owner or member of an app, you can add users to your app. If you are the owner, you can also remove a user.

Opening an app’s Team page

The Team page can be opened from the app dashboard, by clicking the ‘Team’ link in the top right-hand corner.

Adding a user to your app

Both app owners and team members are able to add new users to the app, provided they are already members on the site.

  1. Navigate to the the app’s Team page.
  2. Click the green “Add to Team” button in the top-right of the grey area
  3. A modal will appear to add in members
  4. Users with standard permissions will see a single text field where they can search for team members
  5. Start typing the user’s name into the field, and you will see them come up as a suggestion.
  6. Click on them to add them to the field
  7. If you want to add another, starting typing again.
  8. Once you are done, click on the “Invite to Application” button at the bottom.

The user(s) will now be able to access the app and its Git repo.

Removing a user from your app

If you are an app owner, you can remove team members from it.

  1. Navigate to the app’s Team page.
  2. Locate the profile of the person you wish to remove
  3. Click on the option button in the top right-hand corner, denoted by three dots
  4. Select the remove option
  5. If you are sure, click on the “Are You Sure?” button
  6. The team member will be removed and won’t be shown in the list anymore.

Last updated: 23 May 2020


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