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.

  1. Click on the Profile

  2. Go to the Users and Teams tab

  3. Go to the Teams Tab

  4. Click on the Add Team icon

  5. Click on the Create button

  6. Click on the Save Team button

Team-based Permissions

Team Permissions are classified in two ways: Project Permissions and Page Permissions.

Project Permissions




Permission to edit project settings


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 & delete

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