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Set Access Permissions

To control users to access an entity, we must set its permissions. We can also set permissions at the field level.

Permissions can be controlled separately for each of the following actions:

  • View
  • Create
  • Update
  • Delete
  • Search

By default, ALL these actions are permitted for all roles.

Set Entity Permissions

  1. Click the Entities icon in the main menu (left sidebar) to open the Entities page.

  2. Click an entity.

  3. On the entity's page, click Permissions.

    By default, all actions (View, Create, Update, Delete, and Search) are set to All Roles.

  1. Select Granular to enable the configuration of the actions according to specific roles.
tip

After selecting Granular, and before selecting specific roles, this action cannot be performed by any role.

  1. To give a specific role permission to perform the action, select the appropriate button.

    For example, we can give permissions to perform the Delete action to the Admin role.

tip

When selecting a specific field, it will be available only for the selected roles for that field, and by default will not be available for any role that was not selected.

Set Field Permissions

You can set permissions at the field level.

  1. Click + Add Field and select the required fields from the drop-down list.

  1. Select the roles you want to associate with each selected field.