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How to restrict access to the pages on your portal
How to restrict access to the pages on your portal

Access restriction and role management on the portal mode.

Updated over 3 months ago

To manage access on different pages and data on your app, first, you should convert your app to a portal.

By enabling "Portal mode", the login/signup feature will be added to your app and users can access the portal by login/signup.

Controlling page access and user roles

For this tutorial, let's see how it works using the Student management portal template. This template helps you collect and organize student data, track grades, and manage attendance in a structured way.

Create roles

On the User portal page, select Edit base for the user form.

Create roles such as Student, Teacher, and Admin to define and control permissions.

add roles

Assign roles to users

From the Users Table on the user portal page, assign roles to each user based on their status.

For example, assign the role of Teacher or Student according to their function.

assign role

Set access permissions for pages

From the app’s left-hand menu, click on the three dots (options) next to the page you want to manage, and choose Access.

manage access level

Select Specific User Access Level, then assign the appropriate role (e.g., Teacher or Student) to restrict access accordingly.

⭐ Pro tip:

For public pages like the Welcome page, the access is set to Public by default, meaning everyone can view it without logging in.

Visibility options and access levels

Here is a list of all visibility options and what they mean:

access levels
  • Public: By default, all pages are visible to the public.

  • Non Logged in users: Only users who aren’t logged in will see the page. It’s especially useful when you want to include some helpful guides and pages for non-users that aren’t relevant to the logged-in users.

  • Logged-in users: Only users who are logged in can view the page with this visibility config.

  • Specific user access levels: Make the page only available for specific user roles. When you choose this option, another option will show up so you can choose the roles that can access the page.

  • All team members: Only your workspace team members can access the app.

  • Specific team access levels: Only workspace team members with specific roles can access the page. When you choose this option, another option will show up so you can choose the roles.

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