Roles

What are roles?

Roles enable you to group users into a particular group and then define the group level access to your app.

For instance, a manufacturing company generally has many users working within each stage of its product process. 

Employees working in the Management process may be called Managers and employees working in the in the Retail process may be called Sales Reps. These groups of users can be assigned as roles within Tadabase. You can custom-create roles that match the roles or job positions within your unique business. 

Each role or group can then be assigned with specific permissions and access to your app.

For instance, you would not Sales Reps to have access to the same information on your app as Managers, just as you would not want Customers to have access to the same information on your app as Sales Reps or Managers. By creating unique user roles and assigning each role with custom-defined permissions to your app, you can auto-direct customers to access only customer-related information, sales reps to access only sales-related information, etc.

Roles empower you to centralize all your data on one single app while providing unique, secure access to each user type without the risk of compromising private, unrelated information. This is in comparison to traditional spreadsheets with which you would have to create multiple spreadsheet versions for each user type in order to secure private information from one user type to another.

Combining role-based user permissions and login functionality, you can create custom portals for each role within your business. For instance, you can create customer portals, employee portals, student portals, tenant portals, or any other type of custom portal you need to invite a specific user group to login to your app and access only information relevant to that user group.

Keep in mind that each user can belong to more than one role/group. 

Adding roles

You can create new roles and assign roles to users within the Users section of your app.

To assign a user to a role, simply click on the role field when adding or editing a new user record and select the appropriate role from the drop-down list of roles.

When adding users for the first time, the role field drop-down list will be empty as you have not yet added any roles. To create new roles, simply click on the Roles tab either to the left or top of the Users data table and click the Enable User Roles button.

You can then begin adding user roles, entering the name of each role, such as employees, HR, leads, etc. You may also add an optional description of each role to keep track of your roles. Role descriptions are for organizational purposes only and will not be displayed outside of the Builder.