Use Cases

Add User Modal for SaaS Dashboards with Roles & Team Assignment

A user-friendly modal that lets ops teams add new users with role and team info—validated, synced with your auth system, and instantly notifies the team via Slack. No more spreadsheet back-and-forth.

Integrations

Overview

Adding users manually across multiple tools is slow and error-prone. This modal simplifies the process by collecting all required user info in one place—name, email, role, team—and pushing that data to your internal database, optionally syncing with Auth0 and notifying the team via Slack.

With built-in validation and conditional logic, the form ensures data accuracy and reduces back-and-forth with ops or engineering teams.

Retool Features Used

  • Modal component with custom form
  • Form validation logic (email format, required fields)
  • Dropdowns connected to dynamic queries (fetch roles, teams)
  • REST API resource to connect with Auth0
  • JavaScript transformer to handle payload structure
  • Event handler to trigger Slack notification
  • Success state with toast message
  • Results

    70% Faster User Onboarding

    Ops team can now add users in under a minute without back-and-forth.

    Zero Manual Errors

    Validation catches missing fields, bad emails, or wrong role formats.

    Instant Slack Alerts

    Team stays in the loop with real-time notifications.

    Recognition

    We're officially approved by Retool and proud to be an agency partner!

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