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docs: build Signed-off-by: Raju Udava <86527202+dstala@users.noreply.github.com>
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docs: build Signed-off-by: Raju Udava <86527202+dstala@users.noreply.github.com>
1 year ago
operates incrementally, with higher-level roles encompassing all privileges of lower-level roles.
This hierarchy offers flexibility in permissions and fosters a transparent organizational structure
in workspace or base management.</p><h2 class="anchor anchorWithStickyNavbar_LWe7" id="roles">Roles<a href="#roles" class="hash-link" aria-label="Direct link to Roles" title="Direct link to Roles">​</a></h2><p>Roles serve as the basis for user privileges in NocoDB. They are associated with members at two levels:
Workspace and Base. When a member is invited to a Workspace with a specific role, like an &quot;Editor,&quot; they
automatically have that role in all Bases within that Workspace. However, project owners or creators can customize
permissions at the project level to align with specific needs. This dual-level role assignment system
ensures adaptable user permissions and access management in NocoDB.</p><p><strong>Owner</strong>: When a member creates a new Workspace or Base, they automatically become the Workspace or Base &quot;Owner.&quot;
\This role grants exclusive privileges, including the authority to delete the Workspace or Base.
The &quot;Owner&quot; role&#x27;s privileges are non-transferable, ensuring ownership and control integrity.</p><p><strong>Creator</strong>: The &quot;Creator&quot; role shares all privileges with an &quot;Owner,&quot; except for deleting the workspace or base.
&quot;Creators&quot; have full administrative rights, except for deletion authority, which remains exclusive to the &quot;Owner.&quot;
This ensures balanced workspace or base management.</p><p><strong>Editor</strong>: An &quot;Editor&quot; can create and edit records but cannot modify the project schema,
like adding tables or fields. They strike a balance between data input and schema management.</p><p><strong>Commenter</strong>: The &quot;Commenter&quot; role cannot add or edit records but can provide comments on existing records
, facilitating communication and feedback.</p><p><strong>Viewer</strong>: &quot;Viewers&quot; can only access records and associated comments, without the ability to contribute
or make changes, ensuring controlled access for informational purposes.</p><p><strong>No Access</strong>: This role, applied exclusively at the base level, revokes project access for the designated user,
ensuring robust security and access management.</p><h3 class="anchor anchorWithStickyNavbar_LWe7" id="workspace-level-permissions">Workspace level permissions<a href="#workspace-level-permissions" class="hash-link" aria-label="Direct link to Workspace level permissions" title="Direct link to Workspace level permissions">​</a></h3><p>The individual who creates the workspace is automatically designated as a Workspace owner.
A workspace can have only one Owner. Access to bases within that workspace is granted to members based on their roles
within the parent workspace. When a member becomes part of a workspace, the role at the workspace level is
automatically applied to them for all bases in that workspace, unless a specific exception is configured
to override at base level.</p><table><thead><tr><th>Task</th><th align="center">Owner</th><th align="center">Creator</th><th align="center">Editor</th><th align="center">Commenter</th><th align="center">Viewer</th></tr></thead><tbody><tr><td>Invite member to workspace</td><td align="center">✔️</td><td align="center">✔️</td><td align="center"></td><td align="center"></td><td align="center"></td></tr><tr><td>Manage member access to workspace</td><td align="center">✔️</td><td align="center">✔️</td><td align="center"></td><td align="center"></td><td align="center"></td></tr><tr><td>Remove member access from workspace</td><td align="center">✔️</td><td align="center">✔️</td><td align="center"></td><td align="center"></td><td align="center"></td></tr><tr><td>View members in workspace</td><td align="center">✔️</td><td align="center">✔️</td><td align="center"></td><td align="center"></td><td align="center"></td></tr><tr><td>Delete Workspace</td><td align="center">✔️</td><td align="center">️</td><td align="center"></td><td align="center"></td><td align="center"></td></tr><tr><td>Billing &amp; upgrade options</td><td align="center">✔️</td><td align="center">️</td><td align="center"></td><td align="center"></td><td align="center"></td></tr><tr><td>Create a new base</td><td align="center">✔️</td><td align="center">✔️</td><td align="center">✔️</td><td align="center">✔️</td><td align="center">✔️</td></tr><tr><td>Access existing bases at assigned roles</td><td align="center">✔️</td><td align="center">✔️</td><td align="center">✔️</td><td align="center">✔️</td><td align="center">✔️</td></tr></tbody></table><h3 class="anchor anchorWithStickyNavbar_LWe7" id="base-level-permissions">Base level permissions<a href="#base-level-permissions" class="hash-link" aria-label="Direct link to Base level permissions" title="Direct link to Base level permissions">​</a></h3><h4 class="anchor anchorWithStickyNavbar_LWe7" id="collaboration">Collaboration<a href="#collaboration" class="hash-link" aria-label="Direct link to Collaboration" title="Direct link to Collaboration">​</a></h4><table><thead><tr><th>Task</th><th align="center">Owner</th><th align="center">Creator</th><th align="center">Editor</th><th align="center">Commenter</th><th align="center">Viewer</th></tr></thead><tbody><tr><td>Invite members to base at or below your role</td><td align="center">✔️</td><td align="center">✔️</td><td align="center"></td><td align="center"></td><td align="center"></td></tr><tr><td>Manage members access to base</td><td align="center">✔️</td><td align="center">✔️</td><td align="center"></td><td align="center"></td><td align="center"></td></tr><tr><td>Remove member access from a base</td><td align="center">✔️</td><td align="center">✔️</td><td align="center"></td><td align="center"></td><td align="center"></td></tr><tr><td>View members in a base</td><td align="center">✔️</td><td align="center">✔️</td><td align="center"></td><td align="center"></td><td align="center"></td></tr><tr><td>Share base</td><td align="center">✔️</td><td align="center">✔️</td><td align="center"></td><td align="center"></td><td align="center"></td></tr><tr><td>Share view</td><td align="center">✔️</td><td align="center">✔️</td><td align="center"></td><td align="center"></td><td align="center"></td></tr></tbody></table><h4 class="anchor anchorWithStickyNavbar_LWe7" id="table--view-operations">Table &amp; view operations<a href="#table--view-operations" class="hash-link" aria-label="Direct link to Table &amp; view operations" title="Direct link to Table &amp; view operations">​</a></h4><table><thead><tr><th>Task</th><th align="center">Owner</th><th align="center">Creator</th><th align="center">Editor</th><th align="center">Commenter</th><th align="center">Viewer</th></tr></thead><tbody><tr><td>Add / modify / delete table</td><td align="center">✔️</td><td align="center">✔️</td><td align="center"></td><td align="center"></td><td align="center"></td></tr><tr
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1 year ago
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