Glide

How to use user roles and permissions in Glide?

Discover the ins and outs of managing user roles and permissions in Glide. Follow this detailed guide to set access controls, define roles, and boost app security.

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Overview

Handling user roles and permissions in Glide is crucial for shaping dynamic and secure apps that cater to various user needs. With these features, control over access to data and functions becomes a breeze, ensuring users only see what they're meant to see. It involves assigning roles, fine-tuning permissions for data visibility, and specifying actions for each user type. Grasping how to use these tools effectively will enable crafting more personalized and safe applications on the Glide platform.

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How to use user roles and permissions in Glide?

Step 1: Open the Glide App Editor

First things first, head over to the Glide app you want to tweak roles and permissions for. Open up the Glide App Editor to get started.

Step 2: Access the Users Sheet

Inside the Glide editor, find and click on the "Data" tab. Here, you'll see the Users sheet with all the user info.

Step 3: Define Roles in the Users Sheet

Add a new column in the Users sheet and name it "Role". This is where you'll define roles for each user. For example, you might have roles like "Admin", "Editor", or "Viewer".

Step 4: Assign Roles to Users

Fill in the "Role" column with the right roles for each user. Make sure everyone has a role assigned.

Step 5: Configure Role-Based Visibility and Editing Permissions

In the Glide editor, switch to the "Layout" tab to set up visibility and editing permissions based on roles. For any component or screen:

  • Select the component or screen.
  • Go to the "Visibility" setting.
  • Add a condition: "Role is [specific role]". For example, show a screen only if the role is "Admin".

Step 6: Set Up Row Owners for Data Privacy

For sensitive data, set up Row Owners to make sure only certain users can see or edit specific data:

  • Go to the "Data" tab.
  • In the right sheet, add a column if it’s not there already to define ownership, like an "Email" column.
  • In the schema panel, enable Row Owners by setting the related column (e.g., Email) as Row Owner.

Step 7: Configure Editing Permissions

To set up editing permissions for specific roles:

  • Select the relevant component or screen.
  • Go to the "Features" tab.
  • In the editing permissions, specify which roles can edit.

Step 8: Test Role and Permission Configurations

Test everything to make sure roles and permissions are working right:

  • Use the preview feature in Glide to see how the app looks and works for different roles.
  • Adjust any settings as needed to make sure role-based access and functionality are spot on.

This step-by-step guide helps you set up user roles and permissions in a Glide app in a clear and organized way.

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