User Roles and Permissions
User Roles and Permissions:
Zoho Tables lets you assign permission of different levels to users to access your portal, workspace or base. This ensures that the right access is given to the right person to access the right information without having to reveal the entire account details ensuring data security.
Roles are a set of permissions for actions that determine the access privileges of each user you add to your Zoho Tables account.
Zoho Tables has defined the following user roles under portal, workspace, base, and views.
Portal - Owner, Manager, and User
Workspace - Manager, Editor, Data Maintainer, Commenter, and Viewer
Base - Manager, Editor, Data Maintainer, Commenter, and Viewer
View - Data Maintainer, Commenter, and Viewer
Portal owner is the most privileged user. A portal owner has full access to the entire portal, its users, and the subscription plan.
- Manager: Can have complete access to this portal. Can’t delete the portal or make changes to the subscription plan
- User: Can have access to selected workspaces with the respective permissions but can’t manage portal and workspaces
- Manager: Can fully access all bases of a workspace and manage workspace users and base settings
- Editor: Can fully access all bases of a workspace and manage base settings
- Data Maintainer: Can edit records and views in all bases of a workspace, but can’t configure tables or fields
- Commenter: Can add, view, modify, and remove comments on records in bases of a workspace
- Viewer: Can read and download all bases of a workspace
Base - user roles and permissions
- Manager: Can manage a base and its collaborators
- Editor: Can add and update tables, views, fields, and records in this base and manage base settings
- Data Maintainer: Can add, delete, and update records in a base
- Commenter: Can add, view, modify, and remove comments on records
- Viewer: Can view records and comments in a base
View - user roles and permissions
- Data Maintainer: Can view, add, modify, and remove records and comments in selected view of the base, but cannot configure fields
- Commenter: Can add, view, modify and remove comments on records in selected view of the base
- Viewer: Can view records and comments in selected view of the base
Featured below is a schema of role based permissions showing the user roles and their privileges.
Access your files securely from anywhere
Zoho CRM Training Programs
Learn how to use the best tools for sales force automation and better customer engagement from Zoho's implementation specialists.
Zoho DataPrep Personalized Demo
If you'd like a personalized walk-through of our data preparation tool, please request a demo and we'll be happy to show you how to get the best out of Zoho DataPrep.
- Zoho Workerly Home
- Forums
- Connect With Us:
- Zoho Recruit Home
- Forums
- Connect With Us:
All-in-one knowledge management and training platform for your employees and customers.
Create. Review. Publish.
You are currently viewing the help pages of Qntrl’s earlier version. Click here to view our latest version—Qntrl 3.0's help articles.
Zoho Sheet Resources
Zoho Forms Resources
Zoho Sign Resources
Sign, Paperless!
Zoho TeamInbox Resources
Design. Discuss. Deliver.
Related Articles
View sharing
Plan Free and Professional User Permissions Owner, & Manager Platform Web, Android, & iOS Zoho Tables allows users to create views and add collaborators. The view sharing feature allows each collaborator to see only the information that has been ...Importing a table from local storage
Importing a table from local storage lets you bring files saved on your device directly into Zoho Tables as a new table. Compatible files are highlighted automatically during the process, making it easy to find and choose the right data. What you'll ...ePHI in Zoho Tables
What is ePHI? Protected health information (PHI) that is stored, accessed, or transmitted electronically is specifically referred to as ePHI (electronic protected health information), which mandates technical, administrative, and physical safeguards. ...Importing a table from a URL
Importing from a URL lets you bring in data from a file hosted online directly into Zoho Tables as a new table. As long as you have a direct download link to a compatible file, you can paste it in and import your data without needing to download the ...Importing a table from cloud services
Importing from cloud services lets you bring files stored in your preferred cloud platform directly into Zoho Tables as a new base, without needing to download them to your device first. Zoho Tables supports a seamless transfer of data from a range ...