Roles & Advanced Permissions
Mybusiness’s flexible role model allows you to grant different users or groups of users access to different parts of your website, apps and database.
Roles combine users into groups separating the groups with different permissions applied on different tables.
The Permissions are:
Find – searching for an object.
Get - retrieve an object.
Create – creating a new object.
Update- update existing object.
Delete – delete existing object.
After setting up your roles, you will be able to set user permissions by roles and by users for each table you have and will create:
Setting up a role allows you to choose the role's permissions on existing tables and add all the users that you wish to include in the new role.
The roles settings include three tabs:
1. Role details - name description and color.
2. Users- choose the members of the role.
3. Permissions - set the permissions of the role for each table.
Note that new users and new roles are created by default without any permissions!
To create more specific permissions on a specific table, you can click the “Advanced Permission” button in the bottom left corner of your permission tab in the table settings window.
Note that there are a myriad of advanced permissions you can create in depth. We’ve chosen to show one simple example below, in which we will add a rule to our table that will allow only the user John to see roles created by John.
Click “+ Add New Rule” in the top right corner to add a new permission.
Name your rule, and then define the action by clicking “Add Criteria.” This will open a new window that allows you to select the field name, criteria and value of the rule you’re creating.
For the example, let's say that you want to add a rule involving roles created by the user John, you can name your role “John_Only_Roles”. Click Add new criteria and choose the field “createdBy” under field name, set the criteria to “equal to”, and choose “John” as the value.
When you are finished defining the criteria, make sure you click “Apply.”
This will take you back to the previous window, where you can define for which users or roles this rule is applicable. For example, say you want roles created by John to be visible only to John. Click on “Users” next to where it says “Permissions,” and then check off “Find” and “Get” only for the user John.
If you want roles created by John to be visible to a specific role as well as to the user John, you can go into roles and define that too.
For example, if you want admins to be able to view roles created by John, you can click on Roles and check off “Find” and “Get” next to the “Admin” role, which will make your new permission applicable to admins as well.
When you are finished, make sure to once again hit “Apply”. This will take you back into the original Advanced Permissions window, where you should now see your new rule listed.
Hit “Apply” once again to complete adding your advanced permission.
Note that you may go back and edit this rule at any time.