Managing a team > Working with the Users page > Inviting users to a team
 

Inviting users to a team

Note  The following information is for team managers.

1. On the Users page, click Invite New User.

2. In the dialog box that appears, enter the user’s FileMaker ID user name.

If the user is already managed by a different team, they can request to transfer to your team. See Transferring to or from a team and Responding to transfer requests.

If the user doesn’t have a FileMaker ID account, enter their email address. They will receive an invitation to sign up for an account and join your team.

To invite an external IdP user, see Using an external identity provider to authenticate FileMaker ID accounts.

3. (optional) FileMaker Cloud: To add the user as a licensed user, select Add as licensed user.

A user who doesn’t have a team license is an unlicensed user in your team and will have limited access to the team’s resources. For example, they can’t open and update custom apps.

You see the number of licenses available in the dialog box and on the Users page.

4. (optional) To make the user a team manager, select Add as team manager.

To be sure that the team always has management coverage, each team should have at least two team managers.

A team manager doesn’t have to be a licensed user. For example, if a team manager will manage the host or the team’s subscription, but not open or update custom apps, they can be an unlicensed user.

5. Click Send.

The user is added to the All Users list, with Invitation Pending displayed with their name. The user then receives a notification and either accepts or declines the invitation. If they accept, their information changes on the Users page and their FileMaker ID account becomes managed by your team.

Notes 

To resend an invitation, click Options menu for the user, then choose Resend Invitation.

To withdraw an invitation you sent, click Options menu for the user, then choose Withdraw Invitation.

Related topics 

Viewing notifications

Managing groups (FileMaker Cloud)

Managing subscriptions (FileMaker Cloud)