Setting up end users/external users

💬 Account & User Management
1

Current plan level: Business
Monthly
Version of Retool (if self-hosted): Cloud

Question / Description:

I've added a few users that are meant to be external. They have different email domains, they are in the groups, [All Users, External Users, Customer_Name]. They only have Use permissions in the External Users and Customer_Name groups.

They are currently being billed as standard users. How do I set them up to be end/external users since they don't need to edit anything? I thought them being in the external users group is what did it, but perhaps not.

2

Hi @mattmonihan,

Welcome to Retool!

I ran across this with my first client. The easiest way I found was to remove all permissions from the default group "All Users".

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Make sure you have yourself for full permissions in "Admin".

Then create a group or use your group "External Users" and give "use" permission to the Apps, Resources and Workflows needed.

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Does that make sense?

2 Likes
3

Hi @mattmonihan,

Thanks for reaching out. Someone from out team will help you out via email since this is a billing question. But that's also great advice from @Shawn_Optipath as well!

1 Like
4

Thanks @Shawn_Optipath! The solution ended up being a billing issue. I was on a legacy plan that didn't incorporate external users yet.

Thank you @AbbeyHernandez. We've got the billing issue resolved.

2 Likes
5

No problem! Happy to hear it's been resolved.