|
|
|
|
|
---
|
|
|
|
|
|
title: 'Roles & permissions overview'
|
|
|
|
|
|
description: 'Learn about roles and permissions in NocoDB.'
|
|
|
|
|
|
tags: ['Roles', 'Permissions', 'Overview']
|
|
|
|
|
|
keywords: ['Roles overview', 'Permissions overview', 'NocoDB roles', 'NocoDB permissions', 'NocoDB roles overview', 'NocoDB permissions overview']
|
|
|
|
|
|
---
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
In NocoDB, we have roles that determine what people can do in a Workspace or Base.
|
|
|
|
|
|
|
|
|
|
|
|
You can give a member one of these roles:
|
|
|
|
|
|
* Creator
|
|
|
|
|
|
* Editor
|
|
|
|
|
|
* Commenter
|
|
|
|
|
|
* Viewer
|
|
|
|
|
|
|
|
|
|
|
|
:::info
|
|
|
|
|
|
If a role is assigned to a member at the base level, it takes precedence over a role assigned at the workspace level.
|
|
|
|
|
|
:::
|
|
|
|
|
|
|
|
|
|
|
|
When inviting a user, their role designation is initially assigned but can be modified later. Our role system
|
|
|
|
|
|
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.
|
|
|
|
|
|
|
|
|
|
|
|
## Roles
|
|
|
|
|
|
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 "Editor," 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.
|
|
|
|
|
|
|
|
|
|
|
|
**Owner**: When a member creates a new Workspace or Base, they automatically become the Workspace or Base "Owner."
|
|
|
|
|
|
This role grants exclusive privileges, including the authority to delete the Workspace or Base.
|
|
|
|
|
|
The "Owner" role's privileges are non-transferable, ensuring ownership and control integrity.
|
|
|
|
|
|
|
|
|
|
|
|
**Creator**: The "Creator" role shares all privileges with an "Owner," except for deleting the workspace or base.
|
|
|
|
|
|
"Creators" have full administrative rights, except for deletion authority, which remains exclusive to the "Owner."
|
|
|
|
|
|
This ensures balanced workspace or base management.
|
|
|
|
|
|
|
|
|
|
|
|
**Editor**: An "Editor" 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.
|
|
|
|
|
|
|
|
|
|
|
|
**Commenter**: The "Commenter" role cannot add or edit records but can provide comments on existing records
|
|
|
|
|
|
, facilitating communication and feedback.
|
|
|
|
|
|
|
|
|
|
|
|
**Viewer**: "Viewers" can only access records and associated comments, without the ability to contribute
|
|
|
|
|
|
or make changes, ensuring controlled access for informational purposes.
|
|
|
|
|
|
|
|
|
|
|
|
**No Access**: This role, applied exclusively at the base level, revokes project access for the designated user,
|
|
|
|
|
|
ensuring robust security and access management.
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
### Workspace level permissions
|
|
|
|
|
|
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.
|
|
|
|
|
|
|
|
|
|
|
|
| Task | Owner | Creator | Editor | Commenter | Viewer |
|
|
|
|
|
|
|-----------------------------------------|:-----:|:-------:|:------:|:---------:|:------:|
|
|
|
|
|
|
| Invite member to workspace | ✔️ | ✔️ | | | |
|
|
|
|
|
|
| Manage member access to workspace | ✔️ | ✔️ | | | |
|
|
|
|
|
|
| Remove member access from workspace | ✔️ | ✔️ | | | |
|
|
|
|
|
|
| View members in workspace | ✔️ | ✔️ | | | |
|
|
|
|
|
|
| Delete Workspace | ✔️ | ️ | | | |
|
|
|
|
|
|
| Billing & upgrade options | ✔️ | ️ | | | |
|
|
|
|
|
|
| Create a new base | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
|
|
|
|
|
|
| Access existing bases at assigned roles | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
### Base level permissions
|
|
|
|
|
|
|
|
|
|
|
|
#### Collaboration
|
|
|
|
|
|
| Task | Owner | Creator | Editor | Commenter | Viewer |
|
|
|
|
|
|
|----------------------------------------------|:-----:|:-------:|:------:|:---------:|:------:|
|
|
|
|
|
|
| Invite members to base at or below your role | ✔️ | ✔️ | | | |
|
|
|
|
|
|
| Manage members access to base | ✔️ | ✔️ | | | |
|
|
|
|
|
|
| Remove member access from a base | ✔️ | ✔️ | | | |
|
|
|
|
|
|
| View members in a base | ✔️ | ✔️ | | | |
|
|
|
|
|
|
| Share base | ✔️ | ✔️ | | | |
|
|
|
|
|
|
| Share view | ✔️ | ✔️ | | | |
|
|
|
|
|
|
|
|
|
|
|
|
#### Table & view operations
|
|
|
|
|
|
| Task | Owner | Creator | Editor | Commenter | Viewer |
|
|
|
|
|
|
|---------------------------------|:-----:|:-------:|:------:|:---------:|:------:|
|
|
|
|
|
|
| Add / modify / delete table | ✔️ | ✔️ | | | |
|
|
|
|
|
|
| Add / modify / delete fields | ✔️ | ✔️ | | | |
|
|
|
|
|
|
| Add / modify / delete views | ✔️ | ✔️ | | | |
|
|
|
|
|
|
| Hide / un-hide / reorder fields | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
|
|
|
|
|
|
| Add / modify / delete sort | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
|
|
|
|
|
|
| Add / modify / delete filters | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
|
|
|
|
|
|
| Add / modify / delete group-by | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
|
|
|
|
|
|
|
|
|
|
|
|
#### Record operations
|
|
|
|
|
|
| Task | Owner | Creator | Editor | Commenter | Viewer |
|
|
|
|
|
|
|---------------------------------|:-----:|:-------:|:------:|:---------:|:------:|
|
|
|
|
|
|
| Add / modify / delete record | ✔️ | ✔️ | ✔️ | | |
|
|
|
|
|
|
| View & add comment on a record | ✔️ | ✔️ | ✔️ | ✔️ | |
|
|
|
|
|
|
| View record | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
|
|
|
|
|
|
|
|
|
|
|
|
#### Automations & advanced
|
|
|
|
|
|
| Task | Owner | Creator | Editor | Commenter | Viewer |
|
|
|
|
|
|
|---------------------------------|:-----:|:-------:|:------:|:---------:|:------:|
|
|
|
|
|
|
| Add / modify / delete Webhook | ✔️ | ✔️ | | | |
|
|
|
|
|
|
| ERD (Project & Table relations) | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
|
|
|
|
|
|
| API Snippet | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
|
|
|
|
|
|
| API Token | ✔️ | ✔️ | ✔️ | ✔️ | ✔️ |
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
