mirror of https://github.com/nocodb/nocodb
Raju Udava
1 year ago
9 changed files with 221 additions and 103 deletions
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--- |
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title: 'Workspace collaboration' |
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description: 'This article explains how to invite members to your workspace, change their roles and procedure to remove them from the workspace.' |
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tags: ['workspaces', 'collaboration', 'roles', 'invite'] |
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keywords: ['Workspace configuration', 'Invite members', 'Member roles', 'Access permissions', 'Displaying workspace members', 'Modifying member roles', 'Removing workspace members', 'Workspace collaboration', 'Team collaboration', 'Access control', 'Role-based permissions', 'Workspace management', 'User roles', 'Workspace settings', 'Workspace administration', 'Member invitation', 'User access', 'Member management', 'Workspace teamwork', 'Workspace organization'] |
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--- |
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:::note |
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A comprehensive guide regarding roles and permissions can be accessed [here](/roles-and-permissions/overview). |
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::: |
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## Invite members |
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1. Navigate to the Workspace configuration page by selecting `Team & Settings` in the left sidebar. |
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2. Access the `Members` tab. |
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3. Input the email address of the intended member for the invitation. |
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4. Click on `Role` dropdown menu |
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5. Choose the appropriate access permission for the member from the dropdown menu. |
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6. Conclude the process by selecting the `Add Member(s)` button. |
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:::info |
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You have the capability to invite multiple members simultaneously by entering their email addresses, separated by commas. |
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::: |
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## Displaying Workspace Members |
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The `Members` tab displays a list of users who have been granted access to the workspace. |
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## Modifying Workspace Member Roles |
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You can modify the access permissions of members by following these steps: |
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1. Access the dropdown menu. |
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2. Select the desired new role option. |
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## Removing Workspace Members |
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To remove a member from the workspace, take the following steps: |
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1. Click on the vertical ellipses `⋮` to open the context menu. |
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2. Select the `Remove User` option. |
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--- |
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title: 'Base Collaboration' |
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description: 'Invite team members to work on a base' |
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tags: ['bases', 'base collaboration'] |
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keywords: ['NocoDB base', 'base collaboration', 'base context menu', 'base owner', 'base collaboration', 'base actions', 'base settings', 'base administration', 'base organization'] |
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--- |
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## Inviting members to your base |
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A member added to a workspace will carry his assigned role specific permissions to all the base with in workspace. To override member permissions to your base, follow steps outlined below: |
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1. Go to the left sidebar and select `Base name` to access the `Base Dashboard.` |
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2. Click on the `Members` tab. |
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3. Use the dropdown menu to specify the access permissions for the member you wish to collaborate. |
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4. Finalize the process by assigning the desired role to the user. |
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More details about roles & permissions can be found [here](/roles-and-permissions/overview). |
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## Removing members from your base |
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1. Go to the left sidebar and select `Base name` to access the `Base Dashboard.` |
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2. Click on the `Members` tab. |
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3. Use the dropdown menu to specify the access permissions for the member you wish to collaborate. |
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4. Assign the `No Access` role to the user. |
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--- |
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title: "Share Base" |
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description: "Procedures to share a base & generating embedded iframe" |
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tags: ["bases", "share base"] |
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keywords: ["NocoDB base", "share base", "base collaboration", "base actions", "base settings"] |
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--- |
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To share a base, follow the steps below: |
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1. Navigate to the top right corner of the top navigation bar and click on the `Share` button. |
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2. In the `Shared base` section, toggle the switch to `Enable public access` in order to activate the shared base feature. |
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3. The generated link for the shared base will be displayed above and can be utilized to share this project with others. To copy the URL, simply click on the `Copy Link` option. |
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## Modify Share base |
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Amending the `Share base` setting will render the previously generated `Share base` link invalid and generate a new link in its place. |
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Here are the steps to modify it: |
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1. Click on the `Share` button located in the top right corner of the toolbar. |
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2. Toggle the option labeled `Enable public access` to deactivate the base share. |
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3. Toggle the same option, `Enable public access,` to reactivate the base share, subsequently generating a new link. |
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## Disable Share base |
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Disabling `Share base` will render the previously generated `Share base` link invalid |
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Here are the steps to disable it: |
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1. Click on the 'Share' button located in the top right corner of the toolbar. |
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2. Toggle the option labeled `Enable public access` to deactivate the base share. |
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## Share base Access Permissions |
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The "Shared base" can be configured in two modes: |
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1. **Viewer** - Users with the provided link will have **read-only** access to the base data. |
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2. **Editor** - Users with the provided link will have **read and write** access to the base data. |
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Toggle `Enable Editor Access` button to configure permissions as desired |
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## Embeddable Frame |
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The NocoDB interface can be seamlessly integrated into existing applications through the utilization of the [HTML IFRAME](https://developer.mozilla.org/en-US/docs/Web/HTML/Element/iframe) attribute. This feature empowers users to embed the NocoDB interface into their applications, allowing for a unified user experience. To generate the embeddable HTML code, follow these steps: |
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**To Generate Embeddable HTML Code:** |
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1. Click the `Share` button located in the top right corner of the toolbar. |
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2. Within the `Shared base link` tab, select the button to copy the `Embeddable HTML code` to your clipboard. |
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Example: |
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```html |
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<iframe |
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class="nc-embed" |
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src="https://nocodb-nocodb-rsyir.ondigitalocean.app/dashboard/#/nc/base/e3bba9df-4fc1-4d11-b7ce-41c4a3ad6810?embed" |
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frameBorder="0" |
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width="100%" |
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height="700" |
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style="background: transparent; border: 1px solid #ddd" |
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> |
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</iframe> |
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``` |
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### Embed into application's HTML Body |
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Sample code with embedded iframe generated above |
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```html |
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<!DOCTYPE html> |
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<html> |
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<body> |
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<iframe |
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class="nc-embed" |
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src="http://localhost:3000/#/nc/base/7d4b551c-b5e0-41c9-a87b-f3984c21d2c7?embed" |
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frameBorder="0" |
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width="100%" |
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height="700" |
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style="background: transparent; " |
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></iframe> |
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</body> |
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</html> |
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``` |
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--- |
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title: "Share View" |
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description: "Procedures to share a view" |
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tags: ["views", "share view", "share"] |
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keywords: ["NocoDB view", "share view", "share", "share view with password protection", "share view with download options"] |
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--- |
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## Generate Share View |
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1. Click `Share` button on the top right of the toolbar |
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2. Toggle `Enable public viewing` to create shared view link |
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3. Click `Copy` button to copy the link to clipboard |
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### Share view options |
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#### Password protection |
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You can enable `Restrict access with a password` if you want a password-protected view |
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#### Download options |
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You can toggle `Allow Download` button to enable or disable download CSV/XLSX options in the shared view link |
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### Share Form View Options |
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Form view has additional customizations for shared view. You can enable/disable the following options for shared form view: |
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1. `Survey mode`: This option when enabled, will display the form in survey mode. |
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2. `RTL Orientation`: This option when enabled, will display the form in RTL orientation. |
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3. `Themes`: You can select a theme for the form from the dropdown. |
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## Access Share View |
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To access the shared view, please follow the steps below: |
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Click on the `Shared View URL`. If the URL is password-protected, you will be prompted to enter the password to unlock it. Please input the required password to proceed. |
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Once the password is successfully entered and authenticated, you will gain access to the shared view. |
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In the event that the URL is not password-protected, you will be directed to the shared view directly, without the need for a password. |
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Users with the shared view link can only view the data and cannot make any changes to the view or its content. Records and fields in the shared view will be updated in real-time as changes are made to the original view. Users accessing shared view can apply filters and sort records as per their requirements. |
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:::info |
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Note that, filters & sorts applied to shared view will not be persisted. These filters & sorts will be reset when the shared view is accessed again. |
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::: |
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