Discover a step-by-step way to set up permissions for various views in Airtable. This guide ensures everyone on your team gets secure, tailored access.
Setting up permissions for different views in Airtable is key to controlling who can see and tweak data in your base. Whether it's your team, clients, or outside collaborators, Airtable offers multiple permission levels like editor, creator, and read-only to manage access. This guide will clarify how to set these permissions, keeping sensitive info safe yet accessible to the right people. Dive into the steps and tips for customizing view permissions in Airtable.
Head over to the Airtable base where you want to set up permissions for different views.
Look at the top right corner of your screen and click on the 'Share' button. This will open up the sharing settings for your base.
In the sharing settings, find the 'Base collaborators' tab. Click on it to manage who can access the entire base. You can invite new people or manage the ones already there.
For each collaborator, you can set their permission level to 'Editor', 'Commenter', or 'Read-Only'. These permissions will apply to all views unless you restrict them further on a per-view basis.
Go to the specific view where you want to adjust permissions. You can do this by clicking on the view tabs at the top of your table.
In the view tab, next to the view name, there's a small dropdown arrow. Click on it to open a context menu.
From the dropdown menu, choose 'Edit permissions' to open the view-specific permission settings.
In the 'Edit permissions' panel, you'll see options to make the view private or share a read-only link. Adjust these settings based on who should have access to this particular view.
After setting up the permissions for the specific view, make sure to save or confirm your changes so they take effect.
If you created a shareable read-only link, give this link to the people who need access to this view without giving them full base access.
Finally, check that the permissions are working as expected by accessing the view as a different user with the assigned permissions. Make sure they can only see and interact with the data according to the permissions you set.
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