Permissions

Workiom's Permissions feature gives workspace admins the power to control access to specific elements within the workspace. With granular control down to the field level, this feature offers a high level of customization, enhancing data security, streamlining collaboration, and ensuring compliance with privacy regulations.

In this article we will take a quick look at the bigger picture when it comes to permissions, to help you be better prepared to start configuring your workspace’s permissions.

The user type can be determined upon invite or afterwards through “Manage Member” under workspace settings. The user type will determine the overall level of access the user has over the workspace.

Apps are where your work gets done, whether to manage, collaborate or simply view you can invite users/teams under different roles to the app directly, giving you the option to avoid extra set up to grant access when not necessary.

Dashboards are where your data speaks numbers, helping you get a view of your business status at a glance, and influencing important business decisions. Which is why it’s crucial that you can easily share your dashboard with collaborators and viewers.

Teams is the easy way to split your workspace user's up into group each having their unique set of permissions, this will make it easier to manage permissions later, if you need an entire group of user to gain/lose access to specific element of the workspace or dataset you edit the team’s permissions instead of updating the permissions for each person individually.

We know that permissions are never one-size-fits-all solutions, so aside from the roles that you can assign to teams, you can also set custom permissions, which gives you granular control over who can access what, down to every field in every record or task in your workspace.

In order to ensure that we get the desired result from permissions it’s important that we understand the hierarchy of the levels of access, what happens when there’s a conflict in permissions, and what are some of the best practices when it comes to setting up permissions for your workspace.

You don’t need to see everything all the time, as it might be distracting, use Menu Customization to tidy app Lists for your team so they can focus on what’s important.