Inviting New Account Users

Account Users (or logins and authors) refer to people who are authorized to log into your Caspio account, to manage data, create and edit DataPages, create and edit styles, setup and monitor Data import/export tasks, etc.

The number of logins available for each account depends on its plan and options for creating account users become available if your plan allows for more than one user.

Account users can be granted their own set of permissions at the user level and at a group level. Groups provide the ability to configure specific permissions that can easily be applied to multiple users.

Note: This document is not about app users. App users are unlimited for every Caspio plan and are discussed elsewhere.

Steps for inviting a new user to your account:

1. On the top menu bar of the Caspio platform, click Account, then Access Permissions.
2. Click New User on users listing screen to add a new user.
3. Enter Email address and assign new user to Groups.
   • It’s important for the email address to be correct, as it is how the user receives an invitation email with a link to confirm and setup their access.
   • Use the Groups area to give the user permissions of a Group.
4. Click Invite when done.