Introduction to Permissions

Apps Permissions:

• Public App

‍a public app is available to all the users of the tenant where they can read, modify and delete the data and metadata inside of it.

• Private App

a private app can only be seen and accessible by members that are given access to it via invitation or team permissions.‍

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Users Types :

• Tenant Owner

The Tenant has only one Owner that has access to everything and no one can delete this user or edit it Including the tenant Settings and subscriptions

• Tenant Super Admin

The Tenant can contain many super admin users and this type has access to everything in the Tenant including the Tenant Settings

• Tenant Member

The Member type is a normal user that has no access to the tenant settings and only has access to the public apps and the granted private apps

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Create Team

1. Open Workspace Settings / Teams & Permissions
2. Click the New Team button
3. Give a Name
4. Grant a apps you need to give access for this team from Permissions tap
5. Select users to the team from Members tap
6. Click Save

Check here:

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Permissions Types

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Permission Type Custom

- Lists

Access Levels:

• No Access: This means the User of this team can't access this list
• Full Access: This Means that the user of this team Will have full access to the list, all records, All Reports, All Forms  
• Custom Access: You need to grant permission here:

1. Fields: Give Edit access to the field or Read-only or No Access
2. Data Limit: You can add a filter here so the User will only have access to the records of the REsult of this filter
3. Data Actions: You can give Custom Access to Create/ Delete/ Export/ Import Records

- Reports

Access levels:

• No Access: This means the User of this team can't access any report
• Full Access: This Means that the user of this team Will have full access to the whole reports  
• Custom Access: You need to grant permission for each Report

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- Private Forms

Access levels:

• No Access: This means the User of this team can't access any private form
• Full Access: This Means that the user of this team Will have full access to the whole private forms  
• Custom Access: You need to grant permission for each private form

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Check here:

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Assign Users to an existing team

1. Open Workspace Settings / Manage Members
2. From the User Name click on the menu and choose Assign Team
3. Select the team you need to give access to the user
4. Click save

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Check here: 

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