Set what each person can do
Give each member a company role, add custom roles for extra capabilities, and restrict tables, dashboards and fields.
On this page
Set a member's role
Click Admin in the sidebar. Click Members.
Click the role badge on a member. Pick Company admin or Operator. Tick a custom role under it to add its capabilities.
Sarah Chen
sarah@demofirm.com.au
Create a custom role
Click Roles at the top of the Members tab.
Type a name under New role name and click Add role. Click the role to open it and tick the capabilities it grants.
Each tick saves at once.
Custom roles
Give specific members extra capabilities without making them full admins, e.g. a "Supervisor" who can edit or publish the roster. Assign a role to a member from Admin > Members.
Restrict a table or dashboard
Click Admin, then Permissions.
Under Default access for new tables & dashboards, choose who sees new ones. Under Table & dashboard access, pick a table or dashboard and tick the teams, members or custom roles that can open it.
Restrict a field or a record
Under Restricted fields, pick a field and tick who can see its value. Everyone else sees the field blank.
Under Project access, search a project and tick who can open it.
Click Role Preview to sign in as a role and check what it can see.