What's the Access Difference Between a Member-Type User and a Builder-Type User?

In Jestor, a member-type user is meant for anyone who just uses already-configured processes, while a builder has access to create and edit tables, apps, automations, and the account's structure.

Why separate these two access levels

Not everyone on the team should be able to change how a process works — the recommendation is that most people use what's already been set up, while only a few, usually the ones responsible for the structure, get builder access.

What each type of user can do

  • Member: fills out forms, moves cards, uses the day-to-day process
  • Builder: creates and edits tables, apps, automations, and account settings
  • The default recommendation is to keep most of the team as members
  • Custom roles can further refine what each group can access

How to set the access type when adding a user

  1. Go to the users area inside Jestor's settings
  2. Click add user and enter the person's email
  3. Choose the seat type: usually member, with exceptions
  4. Assign a specific role, if you need to further fine-tune permissions

Process automation with control over who can change what

Separating member and builder is the foundation of permission control within process automation in Jestor, reducing the risk of someone accidentally changing a flow that other team members depend on.

Table Summary

User type What they can do
Member Uses already-configured processes
Builder Creates and edits tables, apps, and automations

Video Tutorial: Step by Step

Video: Ep 5: How to Add and Manage Users in Jestor — video tutorial showing this feature in practice, right inside the Jestor interface.

Frequently Asked Questions

Which user type is recommended for most of the team? The member type, reserving builder access for those who really need to change the structure of processes.

Can a builder also use processes the way a member does? Yes, the builder has broader access, including everything a member can already do.

Can I change a user's access type later? Yes, you can edit a user's seat type at any time on jestor.com.

Get to Know Jestor

With Jestor, you can automate workflows, connect different areas, and build internal systems your way — all without code and with AI support. Check out Jestor at jestor.com and discover how to take your company's management to a new level of efficiency and integration.

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