Xano

How to manage user roles and permissions in Xano?

Discover powerful strategies to handle user roles and permissions in Xano. Boost your app's security while neatly organizing users and streamlining data access effortlessly.

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Overview

In the bustling world of app development and database management, Xano shines as a flexible backend-as-a-service platform. Safeguarding sensitive info is crucial, no matter the platform. With Xano, managing who can do what is all about user roles and permissions. Roles define whether a user can see, change, or erase data. Crafting and setting these roles lets you handle a team or community smoothly, ensuring everyone has the right amount of access. This guide will explore how to create and manage user roles and permissions in Xano in detail.

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How to manage user roles and permissions in Xano?

Step 1: Login to Xano

Pop in your email and password to get into the Xano admin dashboard.

Step 2: Go to Role Management

Look at Xano's left side navigation, and click on "Settings", then "Role Management" to reach the role management screen.

Step 3: Create a New Role

Need to create a new role? Click the '+ Role' button at the top right corner of the application screen. A new dialog box will open. Enter the name of the new role and save it by clicking the 'Create' button.

Step 4: Set Permissions for the Role

Right after creating the new role, you'll land on a new permissions screen. Here, you can manage which endpoints are accessible to the role and what they can do (READ, CREATE, UPDATE, DELETE). Tick the checkboxes for the respective endpoints or operations as needed.

Step 5: Assign Role to User

Head over to the user management screen by clicking on "Users" in the left side navigation. Click on the specific user you want to assign the role to. In the user detail screen, there’s a drop-down list for roles. Select the role you created and click 'Save' to assign it to the user.

Step 6: Testing the Permissions

To make sure the permissions are set correctly, you can test them using the 'Test Permissions' option. Select the endpoint and role to test. It will show you if the role has access to the endpoint or not. Remember, you can always edit the role's permissions by going back to the Role Management screen and clicking on the respective role.

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