Application roles

Creating functional roles for accessing an application

Individuals or application-level user groups that represent business units, departments, or divisions that will interact with the live application are known as roles. Each role can be assigned access permissions to forms and data sources that apply to all of its users.

Adding a role to an application

1. Inside your application's builder, click the Roles tab on the left navigation bar.

   

    

2. Provide a role name and description. Set the home page and navigation bar that the users with these roles will see when the application gets published.
   The home page and navigation is always set as default. You can change this to a page or navigation you've created.

3. Add users and groups from your account administration that will be part of this functional role.

4. Save the role.

Editing roles and permissions

1. After creating a role, the same will then be shown on the Roles page. Click a specific role that you wish to edit. You will be taken to the Edit role page next.

   

    

2. Click View permissions.

3. Here you can enable or disable the permission levels for your roles. Click the checkboxes to manage permissions for working with processes, boards, datasets, and lists. Inside your permissions page, click any of your processes or boards to view a list of all the reports associated with that flow. Similarly, you can see the dataset views associated with a dataset when you click it.

   

    

4. Click the back button () > Save to set the new permissions for this role.

Deleting roles

If you've a number of roles in your application, you can use the search bar to find a specific role. You can delete a role by simply clicking the Delete button ().