Introduction to Permissions

Use permissions to limit the data users or user groups have access to read, update or create. Permissions can be set to allow users to see information related to them or a group they are associated with at a table level, record level or field level.

Permission Overview

Each permission has icons and labels to help you understand your permissions at a glance

• Permission: This shows the name of your permission rule and the user role the rule applies to. This is based on the Permission sharing section.

• Access: Determines which records the user can access. All records, some records or no records. This is based on the Record filters section.

• Read, Update, Create and Delete: whether users can perform this action on all fields (a green tick), some fields (a yellow dash), or no fields (a red cross). This is based on the Field access section.

• Actions: Allows you to edit or delete the permission rule.

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.

Access Permissions

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

View all table permissions in one place

1. Go to App Settings
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.