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Automatically assign Roles
March 15, 2023 14:22
Who can use this feature?
👤 Available on
Pro Plan and above.
When using the "Automatic" access setting for your user's table, you can set filters to assign roles to your end users automatically. If you have not already,
Enable Roles in your app and connect a user's table before following this guide. Add a Roles Field:
Go to your Data Source
Add a “single select” or “multi-Select” field titled “Role” or equivalent
Assign your users a “Role” on the table
Manage Users Select
"Setup user table" next to the user's table name Select “Add Conditional” Filter
Choose the Role name
Select “Filter” and choose the field named “Roles”
Choose the Role name in the next drop-down
Repeat as needed
You can set a "Default role" for users that do not have an assigned role.
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