Give teammates access to an internal business system without making them editors.
Use an internal app for a team CRM, approval queue, or operations dashboard. People sign in with their Zite account, and your organization’s permissions control access.You need permission to edit the app, and the app must be published, before you can change its address. Open the Link tab in Settings to add a custom domain or a custom Zite subdomain. Custom domains depend on your plan; see Customize app links for setup and plan requirements. People still sign in with their Zite account, and the same app permissions apply at the new address.
Open the app’s Settings → Login. Under Access, check that it is an Internal app.
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Add the people who will use it
As a workspace editor or organization admin, open Users in the workspace sidebar. Select your app beneath All internal apps, then select Invite on its Members page. This invitation grants use access. Use Editors instead for people who need to build the system.Only this app access requires Team or Enterprise. Check the selected scope before sending an invitation.
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Publish and share
Publish the app, then open Share and copy its link. Teammates open that link and sign in to Zite.
If you installed a Marketplace solution, manage access from Zite’s Users area. A People or Settings page inside the solution may manage business records rather than Zite access.
To use Preview as user to test as another person, you need editing access to the app. Permission to use the app alone is not enough. The person you select must also have access to the app.Use Preview as user to check the experience with the intended permissions. Try a real task, such as opening a deal or approving a request. If teammates need different access to records, describe those requirements to Zite and check which records each person can view or change. See user-specific data.
Removing one access grant may not remove access inherited from another group or workspace. Review those grants too.Internal apps recheck access during use, at intervals of up to 15 minutes. A person who is already signed in may retain access until the next check after you remove their app, workspace, or group permission.Removing a member from the organization also ends their Zite sign-in sessions. To remove only their access to an app, change that app’s permissions instead.
If someone cannot open the app, check that they are signed in to the correct Zite account and organization. Use Switch organization on the access screen when offered. Switching organizations also affects their other open Zite tabs.For customers or clients outside your organization, use a public app with login.
