Managing user permissions is essential for controlling access to different parts of your portal.
By adding custom roles to your Users table, you can define specific permissions and ensure users interact with only the relevant content.
This guide walks you through setting up user roles, assigning them to users, and managing access effectively.
Step 1: Open the user portal and access the users' table
Navigate to the portal where you want to manage user roles.
Enable edit mode to start editing the table.
Click on Users from the top navigation bar.
In the Users table, click on Edit Base to modify the user data structure.
This allows you to add new fields, such as roles, and define access settings for your portal users.
Step 2: Add new roles to your portal
On the User portal page, click on Edit base for the user form.
Click on the "Role" field and add options as the new roles to this field.
For example, add roles such as Student, Teacher, and Admin to manage permissions effectively.
You can assign these roles to the users to manage access levels to different pages and data.
⚠️ Important Notes:
Do not rename or delete the default field names like
Email,Full Name, orRole.Do not remove or rename the "Member" role. This is the default option and should remain as is. You can ignore it if you don’t use it, but keep it in the list of choices.
If you remove or edit required fields or the default role, it may affect login, access control, and portal functionality.
Step 3: Assign roles to users
In the Users table, locate the user you want to assign a role to.
Click on the Role field in their row.
Select the appropriate role.
Repeat for other users as needed.
By assigning roles, you define who can access what inside your portal.
🔁 Tip for managing many users:
If you have a large number of users and assigning roles one by one is time-consuming, here’s a faster workaround:
Export your Users table to an Excel sheet.
Add or update the Role column in Excel.
Then import the updated sheet back as your Users table.
This way, you can manage user roles in bulk—without editing rows manually inside the table.
📝 Additional resource:
🔗 How to import users into your portal
Step 4: Manage role-based access to pages & data
After adding roles, you can restrict access to pages and databases based on user roles:
Click on the three dots (⋮) next to the page name in the left sidebar.
Select Access from the menu.
Choose which roles can view or edit the page.
Save your settings.
This ensures that different users only interact with relevant sections of the portal.
📝 Additional insights:
🔹 How to create a portal and manage users' access – Learn how to set up a portal and define user access.
🔹 How to restrict access to the pages on your portal – A step-by-step guide to limiting page visibility based on user roles.