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Creating & Managing App Roles

Roles in Buildaible allow you to define permissions and responsibilities for users within your app. With granular table permissions, you can precisely control which data users can view, edit, or delete. This guide will walk you through managing roles, including editing, deleting, and creating new roles.

Accessing the Roles Page

  1. Go to the App Home.

  2. Click the Down Arrow next to the app name.

  3. Select App Settings from the dropdown.

  4. Click the Roles tab in the navigation bar.

Managing Existing Roles
On the Roles page, you will see:

  • A list of all roles.

  • Descriptions for each role.

  • The number of users assigned to each role.

Actions for Existing Roles
To manage an existing role:

  1. Click the 3 dots next to a role name.

  2. A menu will appear with the following options:

    1. Edit Role: Modify the role’s name, description, dashboard, or permissions.

    2. Delete Role: Permanently remove the role (only available if no users are assigned).

      Note: Ensure the role is no longer in use before deleting it.

Creating or Editing a Role

  1. Click + New Role in the top-right corner of the Roles page or click Edit Role from the actions menu.

  2. The Create New Role or Edit Role modal will appear.

Role Details

  • Role Name: Give the role a clear, meaningful name (e.g., Administrator, Developer).

  • Role Description: Add a brief description of the role’s purpose.

  • Allow Developer Mode: Toggle this on to grant developer-level permissions to the role.

Table Permissions
With Table Permissions, you can customize what each role can do across specific tables in your app. This feature allows precise control over your app’s data.

For each table, you can set the following permissions:

  • View: Users can see data in the table.

  • Edit/Add: Users can modify existing records or add new ones.

  • Delete: Users can remove records from the table.

Saving Changes
Once you’ve configured the role details and permissions:

  1. Click Save to create or update the role.

  2. The new role will appear in the Roles list.

Granular Role Permissions (Future Feature)

Currently, table permissions apply to all data within a table. In an upcoming update, you’ll be able to apply role-based filters for even more granular control. Roles will be able to:

  • Filter Visible Data: Users will only see records that meet specific criteria defined for their role.

  • Edit Based on Visibility: Users will only be able to edit records that they can see based on the filter.

This enhancement will empower teams to create highly secure, role-specific experiences within Buildaible.

Role Dashboard (Future Feature)

In future updates, you will be able to assign a specific dashboard for each role. This will allow roles to have customized user experiences tailored to their responsibilities.

Note: For now, all apps come with a single default dashboard shared across all roles. Stay tuned for this feature rollout!

Best Practices for Managing Roles

  • Use clear, descriptive names for roles to avoid confusion.

  • Regularly audit roles and permissions to maintain security and data accuracy.

  • Leverage granular permissions to ensure users only have access to the data they need.

Next Steps

  • Learn more about Managing App Users.

  • Explore other features in Buildaible to optimize your app.

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