Users
Manage user accounts, roles, and permissions within client applications.
User management is a core business requirement, not an optional extra. The Users module in the App Builder provides drop-in authentication plus a full operational user manager teams can use immediately.
Overview
After sign-in and registration are live, staff can manage the customer relationship from one account surface: billing context, orders, bookings, subscriptions, counters, forms, entities, logs, files, tasks, and automation-adjacent history.
- Drop-in sign-in, login, and sign-up flows
- Manager-side account operations for service and support teams
- Cross-module visibility of user activity and transactions
- Import workflows for migration and scale onboarding
How It Works
1) Launch account access flows
Authentication entry points are configured so customer access starts with a production-ready identity layer.
2) Operate users from manager views
Teams then move into manager views to run ongoing account operations and support actions.
3) Scale account onboarding
Single and bulk imports help agencies and client teams onboard existing customer bases quickly.
Why This Matters for Business Apps
Users is the anchor module for business operations in Platfio, and it extends naturally into full CRM workflows when teams need deeper relationship intelligence.
See it in action
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