Introduction to Adding Users & Permissions

In Stacker, there are two main types of users: internal and external.

Internal Users - add users individually

Internal users have access to edit the app’s layouts, data grid, and schema. You can add them individually or in groups. When adding a user individually, they will receive an invite link to access the app. You can assign them an internal role (e.g., administrator) to allow for editing the data grid and schema. Or assign them a role to interact with only the data in the UI to be an external user.

External Users - add table groups

External users are typically added to table groups, which allow you to assign access and roles to multiple users at once. These users can update or create data in the app’s UI but cannot access the layouts or data grid. External users do not receive notifications when added to a table group. You can assign them an external role (e.g., Teacher or Student), to then create permissions on specific data they can interact with.

Table groups are useful for managing permissions for external users in bulk, allowing you to control who can access the app and what they can do.

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Key Points:

• Internal users can be added individually or in groups and have full access to layouts, data grids, and schema.

• External users can be added as table groups, where you can assign roles and manage their access in bulk.

• External users have restricted access to only the data within the app’s UI (no layout or data grid editing).

• Add any user individually and assign them a role to interact with the app.

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Adding Permissions

Permissions in Stacker are designed to be intuitive, with icons and labels that provide a quick overview of each setting

• Permission Name: Indicates the permission rule and the user role it applies to, based on the permission sharing settings.

• Access Levels: Determines which records a user can access—whether they can view all, some, or no records at all—managed through record filters.

• Actions: Users can be granted capabilities for each field, including:

  • Read: Access to view data.

  • Update: Permission to modify existing data.

  • Create: Ability to add new records.

  • Delete: Permission to remove records.

A user can access a table if any of the permission rules give them access.

By default, all users can read, update, and create data.

Edit Permissions

1. Go to Manage fields and data
2. Select Permissions

Editing your Permissions

Record Filters

Limit the records your users can access based on certain conditions in the data grid.

All Records - allow users to access all records on the table

Some Records - allow users to access only records that meet certain conditions. Here you can set up an Ownership Filter or Data Filter to limit the records a user can see on the table.

Permission Sharing

Select which users receive this permission.

Everyone - All users, regardless of their role will have this permission

Some users - Only users in a certain role or roles will be impacted by this role.

Field Access

Choose the fields that the users can Read, Update or Create.

Read - Read only access to the field.

Update - Ability to edit or change a fields data.

Create - Allow users to create new data on the table.

Common troubleshooting permissions steps can be found here.