Roles in Permissions
Setting up and managing teams
To limit access to data you can create different teams like Customer Support which has access to Tickets, or Sales Team have access to customers, orders, etc. You can create multiple teams with different Roles (Administrator, Editor, or Read-only).
Create a new team
Navigate to the Teams tab to create a new Team.
Click on the Profile
Go to the
Users and Teams
tabGo to the
Teams Tab
Click on the
Add Team
iconClick on the
Create
buttonClick on the
Save Team
button
Team-based Permissions
Team Permissions are classified in two ways: Project Permissions and Page Permissions.
Project Permissions
Name | Description |
Settings | Permission to edit project settings |
Billing | Permission to view billing information and make payments |
Members and Teams | Permission to share your app and create & manage teams |
Interface Customization | Permission to customize the app interface |
Page Permissions
You can provide access roles for each page: Full Access, Read-only, Custom Access, No Access:
Allowing users to add, edit & delete records can be very powerful, but sometimes you want to restrict this to only certain Pages or certain Teams/Users. With conditional add, edit & delete you can do this:
pageConditional read, add, edit & deleteLast updated