Roles

Assign user groups to different permissions and users by creating roles.

Create User Roles

1. Click App settings

2. Click Roles

3. Click Enable Roles

4. Click +Add Roles

5. Add a name for your role

6. Select which pages you want to give the role access to

Checking the "Can read/modify all data" means your role will not appear in the permissions table and can read/modify all data in the app. Uncheck this if you want to apply permissions to your roles.

Setup your data for roles

1. Go toManage 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

Use Table Groups to Assign Roles

1. Go toManage Users
2. Select Create table group

3. Select the table

4. Assign this group a role

5. Select the field with the email addresses of the users

6. Set a data filter (optional)

You can use field conditions to determine a user's role, for example, if the field Position is Director assign the role Director.