# Set up your permission rule

#### Who does this apply to?

Choose which role(s) your permissions apply to:

1. Choose **Everyone** for the permission to apply to everyone in the app, excluding **Admins.**&#x20;
2. Choose **Specific roles** then select which roles this permission rule should apply to.

{% hint style="info" %}
By creating multiple permission rules, you can give different permissions to your users based on their Role - by applying different User Roles to different permission rules.
{% endhint %}

<figure><img src="https://3670244749-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6QaGf7ZvNU2Re8mlQTaJ%2Fuploads%2FL6JrWc0OkHPgXjXIIfTx%2FCleanShot%202025-12-04%20at%2013.53.22%402x.png?alt=media&#x26;token=5696b7f4-67e4-4d95-843a-395ccfe17e52" alt=""><figcaption></figcaption></figure>

#### Which record can they see?

Decide what records users can see by selecting **Custom filter.**

<figure><img src="https://3670244749-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6QaGf7ZvNU2Re8mlQTaJ%2Fuploads%2FcFVjKdikkjOqingB4BaE%2FCleanShot%202025-12-04%20at%2013.55.39%402x.png?alt=media&#x26;token=451cbe94-edd3-465f-b94f-d3f6ce1f4a2f" alt=""><figcaption></figcaption></figure>

1. **User matching -** use this filter to show records only related to the user.&#x20;

For example, choose **The record** matches the user's **\[tenants] profile.** This matches the record with the current user that is connected using the table groups.&#x20;

The format of these filters is based on a single condition that must match between the record and a user's record. You will need to use **linked fields** to set up the user matching filter.&#x20;

<figure><img src="https://3670244749-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6QaGf7ZvNU2Re8mlQTaJ%2Fuploads%2F90qX2vIwW0XA7kitv6pr%2FCleanShot%202025-12-04%20at%2013.58.27%402x.png?alt=media&#x26;token=a22e24a3-6cb0-4c22-a6d3-3d5a72591970" alt=""><figcaption></figcaption></figure>

2. **Conditions -** This setting lets you control access to records based on the record itself. For example whether its status or whether a certain field has already been filled in.

For example, here the phone number must not be empty in order for the users to view the record.&#x20;

<figure><img src="https://3670244749-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6QaGf7ZvNU2Re8mlQTaJ%2Fuploads%2FJH5vc7q0WfuQnDVNz0SQ%2FCleanShot%202025-12-04%20at%2014.01.25%402x.png?alt=media&#x26;token=e7601f37-97cb-4ed7-a75b-e725c21ac797" alt=""><figcaption></figcaption></figure>

#### Field access

Toggle on the **Record deletion** to allow users to delete records.&#x20;

**Create -**&#x42;y checking the whole row or a field this allows users to add new records to the data table.&#x20;

**View -** Checking the whole row or field allows users to read the field on the table.&#x20;

**Edit -** This allows users to edit the fields on the interface.

<figure><img src="https://3670244749-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F6QaGf7ZvNU2Re8mlQTaJ%2Fuploads%2FG3VBFRhmvRss0wb0cI6g%2FCleanShot%202025-12-04%20at%2014.02.19%402x.png?alt=media&#x26;token=fe8c7da9-6ff8-4d51-914f-f6bf43d1d84d" alt=""><figcaption></figcaption></figure>
