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 production process. 

Employees working in the Management process may be called Managers, and employees working 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 want 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. You would have to create multiple spreadsheet versions for each user type to secure private information from one user type to another.

You can create custom portals for each role within your business by combining role-based user permissions and login functionality. For instance, you can create customer portals, employee portals, student portals, tenant portals, or any other custom portal; you need to invite a specific user group to login into 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 table within the Data Builder of your app.

To assign a user to a role, 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.

The role field drop-down list will be empty when adding users for the first time as you have not yet added any roles. To create new roles, click on the Roles tab within the Users data table and click the Create a New User Role 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.