Authentication
Authentication is the process by which WorkspaceBuilder verifies who you are before granting access to the platform. All identity and session management is handled by a secure authentication system. The application itself never stores or handles passwords directly.
How Authentication Works
When a user accesses WorkspaceBuilder, the following happens:
- The platform displays the login page.
- The user enters their credentials (email and password).
- The platform validates the credentials and creates a secure session.
- The platform extracts the user's organization and roles, and grants access accordingly.
Every subsequent action the user takes is authenticated using this session.
Two Ways to Get Access
| Method | Description |
|---|---|
| Self-Registration | Any new user can visit the sign-up page, fill in the registration form, and verify their email to create an account. |
| Invitation | An Admin invites a user by email through User Management. The invited user registers via the invitation link and is automatically linked to the inviting organization. |
Roles and Access
Every user in WorkspaceBuilder has at least one role within their organization. Roles control what the user can see and do:
| Role | What they can do |
|---|---|
| Admin | Full control — manage users, projects, settings, and workspace configuration |
| Designer | Build and modify forms and workflows; cannot create projects or invite users |
| User | Fill forms, submit data, and view their own submissions |
| Internal User | Similar to User but limited to internal-only content |
Roles are assigned at the organization level and can be updated by an Admin at any time from User Management.
Organization and Multi-Org Login
A user's email can be associated with more than one organization. When logging in with a multi-org email, the platform displays an organization selector before the password step. The roles and access the user receives depend on which organization they select.
What's in This Section
| Page | Description |
|---|---|
| Account Creation | How to register a new account, registration form fields, email verification flow, and post-registration behavior |
| Sign In | The full sign-in flow, multi-organization login, post-login behavior, and security notes |