User Access Management

Getting started with Users and Logins

Adding user and login capabilities is likely the core reason you're building a database application. This functionality allows you to create custom portals and assign specific permissions and security controls based on the user viewing the data. This article covers the basics of getting started with adding your first login access system.

To enable user access in Tadabase, you need to understand how to:

• • Manage the Users data table
  • Assign roles
  • Create login pages
  • Use components with filtering for logged-in users

Users Data Table

Each app contains a Users table which is where users must be added to in order to access your application. This table centralizes user information, making it easier to manage and update user permissions, which enhances security and simplifies user administration.

Accessing the Users Data Table

1. In the Builder, navigate to the list of data tables.
2. Click on the Users data table (marked with a pin icon).

Essential Fields

These fields are the default. And cannot be deleted

Field	Description
Name	Identifies the user
Email	Used as the login email (must be unique)
Password	Set the user's password
Status	Controls whether the user can log in
Role	Assigns a user role for access control

These fields are essential for uniquely identifying users, ensuring secure access, and controlling user permissions, which helps maintain the integrity and security of your app.

Roles

Roles allow you to tailor the user experience, ensuring that each user has access to the features and data they need while restricting access to sensitive information. This improves security and enhances usability.

Adding Roles

Assigning Roles

1. In the Users data table, use the Role field to assign a role to each user.
2. Define roles based on your organizational needs (e.g., Admin, Employee, Customer).

Benefits of Using Roles

• Restrict access to specific pages, rows, and records: Ensures sensitive data is only accessible to authorized users.
• Customize user experiences based on roles: Enhances user satisfaction by providing relevant and personalized content.

 

Once you've managed the data aspects of the users, you can start learn how to utilize the page builder to create the interface your users will use to access your app. 

Adding Login and Signup Capabilities

There are three default pages that are permanent in each Tadabase app the login page, signup page, and profile page.

 

Customizing login pages allows you to create a welcoming and branded user experience from the first interaction, setting the tone for user engagement.

Choose a new login page

1. In the Page Builder, navigate to the login page

1. 

 

2. Choose the login page of your choice and click save

3. Set up redirection after a successful login to the appropriate landing page based on the user's role.

Redirecting users to the appropriate landing page based on their role ensures they immediately access relevant content, which enhances their experience and productivity.

Show records based on logged in users

Filtering components based on the logged-in user ensures they only see relevant data.

(Add here the why)

Steps to Add and Filter Components

1. Add a component to your page (e.g., a table or list).

2. In the component's settings, enable filtering based on the logged-in user.

For a comprehensive guide on filtering based on the logged-in user, refer to the "Filtering for logged-in Users" documentation page.

Adding Records based on Logged In user

To connect a record to the logged in user, make sure the table has a Connection field to the Users table. 

(add/edit form and set the field that is a connection to useres to be the logged in user via record rules)