Granting Permissions

Introduction

Kinabase allows you to allocate roles and then grant permissions to Users based on these roles.

These roles and permissions will then determine what actions you can perform in the system as a user, this can be great for separating out different departments, or keeping sensitive data to only be seen by the correct people.

How to Grant Users Permissions

There are three ways to grant a user permissions.

Roles - you can assign users to a role, and they have that role’s permissions
Everyone system role - all users have these permissions.
Colleague(s) fields - users that are in a record’s colleague field have these permissions see the bottom of this article for more information.

Where to Change Permissions

There are two places to set permissions in Kinabase

For All Collections at Once

To set permissions for multiple collections at once, go to the Roles pane in Settings. You also create and assign roles here.
- Start here to learn how to create roles.
- Go to permissions options to understand the function of each permission.

For One Collection

If you already have your roles set up you can choose to configure just one collections permission for all roles: *. Navigate to the collection configuration settings by right clicking on the collection in the navbar and selecting configure (pictured below).
- You will then want to select the permissions pane to change permissions for the collection.

After changing permissions, remember to press the Save Changes button or you will lose all changes made from the last save.

You can learn more about what each of the permissions do and how they interact with each other by reading permissions options.

Colleague Field Permissions

At a collection level, you can also set permissions depending on the value of a Colleague(s) Field.

For example, a collection could have a colleague field called Account Manager, where each record might have a different user assigned to that field.

You could then specify that a user can View & Edit records they have been assigned to, while they might only have View Only access for the rest of the collection.

You can't grant configure permission based on the colleague(s) field.