Custom access permissions for app users

Custom access permissions for app users

Requirement

Create custom permissions for an application and assign them to relevant users.

Use case

In a human resources management application, users need to be assigned with different access levels, based on their designation. For example, managers should be allowed to add new employee s, but an employee should only be allowed to view added employees. On Creator, this can be achieved without any scripting.

Steps to follow

1. Create the forms with the following details:
Form
Form Link Name
Field Type
Field Name
Field Link Name
Add Employee
Add_Employee
Name
Name
Name
Email
Email
Email
Number
Employee ID
Employee_ID
Add_Announcement
Add Announcement
Single Line
Subject
Subject
Multi - l ine
Message
Message
Add Project
Add_Project
Single Line
Title
Title
 
 
Dropdown Lookup
(Add Employee)
Project Manager
Project_Manager
 
 
Multiselect Lookup
(Add Employee)
Project Members
Project_Members
 
The above table lists only minimum forms for demonstration purpose. You can add as many forms and fields as you'd like, depending on your requirements.
2. Create different permission sets for managers and employees. Navigate to the application settings and click User Permissions under Permissions.
 
 
3. Create two different permission sets for managers and employees , with the following details:
 
According to the above permission sets,
i. A manager can:
  • Access all the forms in the app
  • View, edit , and delete all the reports in the app
  • Read and write comments on the Add Announcement report
ii. An employee can:
  • View all the reports in the app
  • Read and write comments on the Add Announcement report 
3. Let's now add users and assign required permissions. On the left menu, select Users under Manage.
 
4. Add two users ⁠— one with the Manager permission and another with the Employee permission.

See how it works 

Points to note

  • A user can be allowed to access multiple applications on the same account.
  • You can also add a user as a developer to an application. Click here to learn how.

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