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Roles are how you decide what each person in the workspace can see and do. You define roles once, assign them to members, and the app enforces the rules everywhere — tables, records, features, and the Programs menu.

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Managing roles

Open Settings → Role to see the Current Roles list. From here you can:
  • Click New and then Create role to add a role.
  • Use Permissions on a role to configure what it allows.
  • Use Duplicate to start a new role from an existing one.
  • Use Delete to remove a role you no longer need.
Assign roles to people from the team list — see team and invitations.

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The permission layers

Permissions work in layers, from broad table access down to individual menu items.

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Table permissions

For each table, a role can be granted create, read, update, delete, export, and import. The interface follows the permission: someone without create won’t see the New button on that table, and Export and Import only appear for roles that hold those permissions.

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Record-level permissions

Beyond whole tables, access can be granted or restricted for specific records — useful when a team should work with a table but only see its own records.

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Workspace capabilities

Roles can also carry workspace-level capabilities that switch on features and administrative actions. Verified examples include:
  • Access to WhatsApp chats
  • Managing permissions
  • Managing roles
  • Removing users
  • Editing the Programs menu
Each item in the Programs menu can be limited to chosen roles from the item’s Permissions option. Items can also be set to edit or view-only, so a role can read a page without changing it.
Only permission names verified in the product are listed here — your workspace may define more, depending on its enabled applications and template.
Admins additionally manage invitations and workspace settings, which are not available to other roles.

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Common tasks

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Create a role and assign permissions

1

Create the role

Open Settings → Role, click New, then Create role.
2

Configure permissions

Use Permissions on the new role to set its table permissions, workspace capabilities, and any record-level restrictions.
3

Assign it

Assign the role to members from the team list. See team and invitations.

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Restrict a Programs item to a role

1

Open the item's permissions

On the Programs item you want to restrict, open its Permissions option.
2

Choose who sees it

Select the roles that should see the item. Everyone else won’t find it in their menu.
3

Set the access level

Decide whether those roles can edit the item or use it view-only.
Start from Duplicate when a new role is a close variant of an existing one — adjust the differences instead of rebuilding every permission.