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Question

Understanding user roles and permissions in Zapier for my app

  • November 5, 2025
  • 0 replies
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Good day everyone. I need some info about “connecting” my clients to my app. In my previous app they were regarded as  “users” with certain roles and role-based permissions. They logged in once with their email address to validate them against entries in the Users table. Each Plan included a certain number of users.

Zapier has users only on the Enterprise plan, am I right? That is way above my budget or needs. I’m currently on the Free plan but will upgrade to Pro sometime this month - just need to familiarize myself with Zapier a bit. I am uncertain about what constitutes a user, and if a person interacting with the app to add, edit or view records is a user or not.

So here is my use case: we provide transport for school children between home and boarding school over weekends. My clients will land on a “main menu” form and must book their children on the app for the coming weekend - select To Home, To School or both. Their selections are written to the Trips table, then other relevant info is added (e.g. their school, closing time, home bus stop and drop-off time), either from lookup tables (school and bus stop info) or calculated (last school pickup time, ETA at bus stop etc.) To do this the client must be logged on and identified so that they can book only their own children and for billing purposes

I watched the “Access and users” video, and the Managed users option is exactly what I used in my previous app. But if it is only available on the Enterprise plan I’m out. 

Regards.

 

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