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.

2. Choose Specific roles then select which roles this permission rule should apply to.

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.

Which record can they see?

Decide what records users can see by selecting Custom filter.

1. User matching - use this filter to show records only related to the user.

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.

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.

1. 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.

Field access

Toggle on the Record deletion to allow users to delete records.

Create -By checking the whole row or a field this allows users to add new records to the data table.

View - Checking the whole row or field allows users to read the field on the table.

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