About user types

Note  The following information is for team managers.

A user is always managed by a team, which means only the managing team can change certain settings for its managed users. Even though a user can be in more than one team, a user is managed by only one team at a time. Usually a user is managed by the first team they are invited to join, but management of their account can be transferred to a different team. If not managed by any other team, a user is managed by the Claris International Inc. team (see the notes below).

Therefore, a team can have two user types:

  • managed users: those who are managed by the current team

  • external users: those who are managed by a different team

A user becomes a managed user when:

  • a team manager invites the user to join their team

  • the user transfers their account to the current team

The following table shows which tasks team managers can do for managed and external users.

Team managers can

For managed users

For external users

Deactivate a Claris ID account

Yes

Important  Use caution when you deactivate an account; it is deactivated in all teams and no longer has access to any team's resources.

No

Invite a user to join the team

No

A managed user is already in the current team.

Yes

If the user is not in the Claris International Inc. team, they must first transfer out of their current team. See Transferring to or from a team and Responding to transfer requests.

Add a user to a group (FileMaker Cloud)

Yes

Yes

Remove a user as a licensed user (FileMaker Cloud)

Yes

Yes

Remove a user as a team manager

Yes

Yes

Remove a user from the team

No

Alternatively, a team manager can deactivate the account. Or a managed user can transfer themselves out of the team, after which a team manager can remove the now external user from the team.

Yes

Notes 

  • FileMaker Cloud: Whether a user is managed or external is separate from whether the user is a licensed user or unlicensed user in the team.

    • User type

    Can be licensed user

    Can be unlicensed user

    Can be team manager

    Managed user

    Yes

    Yes

    Yes

    External user

    Yes

    Yes

    Yes

  • By default, users are managed by the Claris International Inc. team when any of the following occur:

    • A user purchases a FileMaker Cloud or Claris Connect subscription and is the contact for managing the team’s subscription.

    • A user is designated as a team manager by the purchaser.

    • A user transfers management of their account out of a team but not into another team.

    • The team that a user was managed by is deleted.

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