Airtable

How to manage user access levels in Airtable?

Learn how to manage user access levels in Airtable. Get tips to make sure your team has the right permissions for seamless collaboration and secure data handling.

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Overview

Managing user access levels in Airtable is crucial for keeping data safe and sound in your organization. It’s all about assigning the right permissions to team members based on their roles. Airtable lets you define different access levels like read-only, commenter, editor, and creator, each bringing its own set of powers. Plus, you can tweak permissions both at the base or workspace level, making it very flexible for deciding who can view, edit, or manage your stuff. Knowing how to set these permissions well means sensitive info stays guarded, while still letting folks work together effectively.

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How to manage user access levels in Airtable?

Step 1: Navigate to the Workspace

Alright, first things first. Open up Airtable and head over to the workspace where your base(s) live. You can do this by simply clicking on the workspace name in the sidebar. Easy peasy.

Step 2: Open the Base

Next, find the specific base you want to manage. Just click on it, and it’ll open right up for you.

Step 3: Click on “Share”

Now, look at the upper right-hand corner of the base. See the "Share" button? Give that a click. This will bring up the sharing settings.

Step 4: Invite Collaborators

In the Share dialog box that pops up, you can invite others by typing their email addresses into the "Invite by email" field. You can also tweak access levels for folks who are already collaborators.

Step 5: Set Access Levels

For each email you enter or existing user, pick the right access level from the dropdown menu. Here’s a quick rundown of the options:

  • Owner: Full control, can manage billing and workspace settings.
  • Creator: Can create new tables, fields, and records.
  • Editor: Can edit existing content but not change structure.
  • Commenter: Can view and comment, but not edit.
  • Read-Only: Can view, but not comment or edit.

Step 6: Advanced Settings

In the Share dialog, you might see some extra settings like:

  • Base-level invite links: Create a link to grant access without sending individual invites.
  • Default access level: Set a default access level for users invited with a link.

Step 7: Save Changes

Make sure everything looks good and click the "Send Invite" or "Save" button to lock in your changes.

Step 8: Review and Audit Access

It’s a good idea to regularly check who has access and what level they have. Just reopen the Share dialog and take a look at the current permissions. Keeps things tidy.

Step 9: Adjusting Access Levels

Need to change someone’s access level? Reopen the Share dialog, find the user in the list, and pick a different access level from the dropdown next to their name. Don’t forget to save the changes.

Step 10: Removing Access

If someone no longer needs access, find their name in the Share dialog and click the "Remove" button next to it. Confirm the action, and they’re out.

Remember, keeping an eye on who has access to your Airtable bases is key to maintaining security and data integrity.

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