Adding users

To invite new users into Budibase, you need an admin-level role. See User roles for role requirements.

Where to invite users

User invites are managed from a workspace.

1. Open the workspace in the Builder.
2. Click Invite user in the left sidebar.
3. Enter one or more email addresses.
4. Select a tenant-level role.
5. Choose an onboarding method.
6. Click Invite users.

For full workspace access behavior, see Workspace access.

Choosing roles when inviting

During invite, you can assign one of these roles:

• Organisation admin: Full admin access across workspaces and settings.
• Creator: Builder access for assigned workspaces.
• End user: No builder access. Can use published apps only.

If you select End user, you can also choose the default app role for that user in the target workspace, such as Basic user, Admin user, or a custom app role.

Onboarding options

You can choose one of two onboarding methods:

• Send email invites: Sends an invite email so users can set their own password.
• Generate passwords for each user: Creates temporary credentials for you to share manually.

If SMTP is configured, email onboarding is recommended. If SMTP is unavailable, use generated passwords.

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Configure SMTP

For emails to be sent from Budibase you will need to have SMTP configured. Make sure this is set up before attempting to invite users through the email onboarding flow.

Import users

If you need to add many users, you can bulk import by CSV.

1. Open Portal > Settings > People > Organisation.
2. Click Import users.
3. Upload a CSV containing one email per line.
4. Select the role to apply to imported users.
5. Complete import and securely share any generated temporary credentials.

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User emails CSV format

The format for the CSV file should just be the emails for the users on their own separated by line break. No columns or commas are necessary.

users.csv

[email protected]
[email protected]
[email protected]
[email protected]