This article walks you through the step-by-step process for creating custom roles, the benefits and how they work.
This article explains:
- Custom roles and how they work
- Custom roles benefits
- Creating and assigning custom roles
Before you begin:
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Custom roles and how they work
Custom roles are a way to reuse standard roles and provide your own naming. Custom roles give you flexibility to create custom views which provide more control over the visibility of your data.
The standard roles:
- Account Owner : Owns an account, and its databases, and has full access. It is the only role that can create new databases, add users and assign user roles for this account.
- DB Admin: Full control over a specific database. Can view all aspects including the ability to add, edit, and remove tables.
- Editor: Has full editing abilities over data in the specified database but cannot add, edit, or remove tables.
- Read only : Has the least privilege and can only view data in a database.
Custom roles benefits
- Control over access and permissions to control exactly who can see, add, edit, or delete records in your account.
- Improved security: By restricting access to certain data or functionality, you can help keep your data more secure and prevent unauthorized changes.
- Better collaboration: By assigning specific teams or users a custom role, you can ensure that everyone has access to the information they need to do their job, and that they can’t accidentally make changes that would affect others’ work.
- Increased efficiency: A custom role applied to a custom view provides users strict access to what they need, so they can work more efficiently and reduce the risk of errors.
Creating and assigning custom roles
To create a custom role, click the ‘Custom Roles’ menu option, choose the desired database in the list.
Next, click the ‘Add Role’ button, give the new role a name and choose a role type based on a default role.
In the Permissions column there is a checkbox ‘Disable Delete’. Check the box if this role is not allowed to delete data. In the far right column, click the check mark to save or ‘x’ button to discard.
At this point you can now assign your custom role to a team member or use the role to create a table view.