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Give a role access to a model's records

Who can read, add, change and delete records is set on roles. Administrators can do all of it.

  1. In Admin, open Roles & permissions and click the role, or create one.
  2. In the Data models group, tick the permissions to read Data Model and field definitions and to read Data Records. A role needs both to open Data at all, and they cover every model.
  3. To let the role change records, choose one:
    • in the Data models group, tick create or edit, delete, and bulk edit for every model;
    • or, under Data Model: followed by the model's name, tick write and delete for that model only.
  4. Click Save.

Each model gets its own Data Model: group the moment it's created.

To narrow which records a role can read inside a model, add a record scope; see Limit a role to some records. To hide a single record, see Restrict who can see a record.

Good to know: bulk edit needs the edit permission too. The full list is in Permissions.

Next: Show a model's records on a calendar