Introduction to Permissions

Workiom's Permissions system has been designed and developed to help you to manage your data and team collaboration.

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Transcript

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.

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

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:

Permissions Types

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

- 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

Check here:

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

Check here: 


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