Row Permissions
Last updated
Last updated
To set row-level permissions to your table, click on the Set up tab and choose Manage Access.
The 'Manage Access' window opens:
With 'Row Access' section, you can specify users who can add, update or delete rows.
Under the 'Add' section, you can specify who is allowed to add rows in the workspace. Here are the available options:
No one: Select this option to prevent users from adding new rows to your table.
All users in this workspace: Select this option to allow everyone in the workspace to add records.
Specific users: Choose this option to allow only certain users to add rows. Enter the email IDs of the users or the Active Directory (AD) groups you wish to grant access.
Click Save to apply changes.
In the 'Update' section, you can specify who has permission to update existing rows.
No one: Choose this option to prevent users from updating rows.
All users in this workspace: Select this option to allow all workspace users to update records.
Specific users in this workspace: Choose this option to allow only certain workspace users to update the rows. Enter the email IDs of the users or the AD groups you want to allow.
Rule-based access: Select this option to configure rules that specify the conditions under which a user or an Active Directory (AD) group can update rows in the table.
The criteria for updating these rows can be established using column dimensions, allowing for a customized approach to data management and security.
Click on Add Rule to add a rule.
Enter the rule name, the filter condition, and the designated users who can update the rows for these dimensions. Click on Add.
You can add more filter criteria within a rule by clicking on Add filter and then combine them using AND or OR operators.
You can set as many rules as required and assign corresponding users for each.
Click Save to apply changes.
Under the 'Delete' section, you can specify which workspace users can delete rows.
No one: Choose this option to prevent users from deleting rows.
All users in this workspace: Select this option to allow all workspace users to delete records.
Specific users in this workspace: Choose this option to allow only specific workspace users to delete rows. You can enter the email IDs of the users or the AD groups you want to allow.
Rule-based access: Select this option to configure rules that specify the conditions under which a user or an Active Directory (AD) group can delete rows in the table.
The criteria for deleting these rows can be established using column dimensions, allowing for a customized approach to data management and security.
Click on Add Rule to add a rule.
Enter the rule name, the filter condition, and the designated users who can delete these rows. Click on Add.
You can add more filter criteria within a rule by clicking on Add filter and then combine them using AND or OR operators.
You can set as many rules as required and assign corresponding users for each.
Click Save to apply changes.
With the 'Delete Type' option, you can configure whether users can delete rows permanently or do a soft delete.
Permanent (Hard Delete): When you select this option, the deleted rows are removed from the table or database permanently.
Mark as Deleted (Soft Delete): When you select this option, the deleted rows remain in the database but are marked as deleted. This process involves setting a specific value to an existing column of the table when a row is deleted.
For instance, we assign the value 'DELETED' to the 'Status' column for the rows that have been deleted.
The deleted rows in the table look as below, after saving your changes:
Note: In the above example, a new column called 'Status' has been created using the 'Add Database Column' option to track deleted rows.
While soft-deleting rows, if the 'Show Deleted rows' option is selected, the deleted rows are shown as above in a grayed-out format.
When this option is unchecked, the deleted rows are hidden from the table.
You can use the audit log to keep track of all changes, including the list of permanently deleted and soft-deleted rows.
In addition to row-level access control, you can also set up approval workflows so that every change made by a user goes through a review and approval process. This is explained in this section.
