Automatically assign Roles

You can set filters to assign roles to your end users automatically when using the "Automatic" access setting for your user's table. If you have not already, Enable Roles in your app and connect a user's table before following this guide.

Add a Roles Field:

1. Go to Manage Fields and Data

2. Go to your connected Users table

3. Add a dropdown field titled “Role”

4. Assign your users a “Role” on the table

If you are using an external data source, please sync your schema and enable the new field

Role Conditions:

1. Go to Manage Users

2. Select Setup user table next to the user's table name

3. Select Add Conditional Filter

4. Choose the Role name

5. Select Filter and choose the field named Roles

6. Choose the Role name in the next drop-down

7. Repeat as needed

You can set a "Default role" for users that do not have an assigned role.

You can use field conditions to determine a user's role, for example, if a field is empty or not empty.