Users And Roles

Do you want to give each user you share your application with special permissions? That is not a problem for Tabidoo, you just have to follow these steps:

If you haven't made any App or Table yet, see the instructions.

First of all, you have to add the extension Users and Roles into your application. You can achieve it in two ways:

• Download extension Users and Roles from Templates.
• Use the Add new table button (in the bottom left corner), click on "Add Tabidoo extension" and select the extension - Users and roles.

The new table Role will appear in the left column. If you want to make any changes to it, just click on Edit.

How to edit Roles in Tabidoo

Set User Roles

In the basic version, there are the following preset roles:

• User – a user can't change the table definition but can change the data. The user can't share the application with anyone.
• ReadOnly – the user can't change the table definition but can read the data. The user can't share the application with anyone.
• Admin – the user can manage tables and data and share the application with anyone.

You can, of course, change these roles and their permissions as you wish.

Permissions within the Application

Within the whole application, you can set whether the user will be able to:

• Change tables: Change the table definition (edit table fields).
• Manage sharing: Share the application with another user or change user permissions.
• Hide unassigned items: Hide tables that have no permissions set at the table permission level.
• Manage access: If the user can make changes to the data or can only read the data.
• Hide denied fields: Hide fields from the user if you deny access to certain fields.

An example of the set permissions

Permissions within tables

You are free to set even more detailed permissions to each table:            

• Access - whether the user can write or only read data in the table, or whether access will be denied.
• Show - whether the table will be displayed to the user.
• Add - if the user can add a new record within the table (if the Add button appears in the table).
• Edit - if the user can edit individual fields in the table (If the Edit button appears in the table).
• Delete - if the user can delete a field in the table (If the Delete button appears in the table).
• GDPR - if the user can see which data is sensitive and can anonymize or delete it (If the GDPR button appears in the table).
  
   

Examples of Settings

• User can export but cannot add/edit records

Application - Access: Not set

Table - Add: Not set

Import/Export: Allowed
👉 The user can export data but does not have permissions to add or edit records.

• User can add records but cannot import/export

Application - Access: Not set

Table - Add: Allowed

Import/Export: Not set
👉 The user is allowed to add new records but cannot import or export data.

• User can export, import, and make bulk changes

Option 1:

Application - Access: Not set

Table - Access: Allowed

Table - Add: Allowed

Import/Export: Not set

Option 2:

Application - Access: Not set

Table - Access: Allowed

Table - Add: Not set

Import/Export: Not set
👉 The user has permissions to export, import, and perform bulk changes in the tables.

• User Cannot Export, Import, or Make Bulk Changes

Application - Access: Not set

Table - Access: Write

Table - Add/Edit: Allowed

Import/Export: Deny
👉 Export, import, and bulk changes are denied for the user.

📌 Note: Bulk change permission is tied to Import permissions!

Roles and Audit Access

Roles can allow or deny access to audit features, depending on the permissions set at the application or table level.

You can also set more detailed permissions within each field of the table and specify whether the user is allowed to write, read, or deny access to the field.

If I have a link to a table where Import/Export is set to Deny, this restriction will also apply to the settings of the second table.

Add the First User

After setting the user's Roles, you can assign each user-chosen Role. But first of all, you have to invite users into an application. There are three ways how to invite users into the application:

• When you click on Add new record, a form will appear in which you invite the user by entering email. Login must always be entered as an e-mail.

Extension Environment Users and Roles in Tabidoo

• The second way to invite users into an app is to click on the upper button Invite. A user will be then invited into the app and will appear in the table Users.

• You can also invite a user by selecting the option Invite users in the settings of the application. The user will be afterwards automatically added to the table Users.

How to invite users into an app

Once invited to the app, the user will receive an email invitation to enter the Tabidoo app.

The invitation for entering an application in Tabidoo

The user invited to the application must confirm the email, otherwise they will not be able to access the application.

If the user has not confirmed their email after registering for Tabidoo, they must check their email history to find their account confirmation email.

You can now assign roles to individual users by clicking on the appropriate row and moving the arrow to the right table.