What belongs where?
The directory appears in a dedicated users panel in the database. You cannot add columns to it. SSO attributes, when enabled, can also provide details about the signed-in person.
Link records to a person
1
Open the relevant table
Use Profiles for personal details, or an existing table such as Requests or Orders for work belonging to someone.
2
Add a User field
Choose the User field type. Give it a clear name such as Owner, Assignee, or Submitted by.
3
Choose the field settings
Decide whether it holds one person or several, and whether to show only your team. Review User field settings, including what happens when a user is deleted.
Ask Zite for the behavior
- Personal records: “Only show each person requests where they are the owner.”
- Profile editing: “Let each user update their phone number in Profiles.”
- Attribution: “Record who submits each request.”
- New profiles: “After someone signs up, add a linked record for them in Profiles.”
Access and data are different
- Manage who can enter each app from Users, not from the database’s read-only directory.
- Removing access to one app does not delete the person or all their records.
- If the person is deleted from the shared directory, linked records remain by default. Delete row when user is deleted changes that behavior for the field.