User Roles & Permissions
InfoLobby has two types of accounts: Admin accounts and User accounts.
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Admin accounts have control over Setup, Tables, Permissions, Apps, and Automations. Companies typically have 1 or 2 admin accounts to manage non-admin users and data. Admin accounts include priority support.
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User accounts have access to and can contribute to data, but they cannot change how it works. Examples of user accounts include editors, writers, staff members, and clients.
Admins can add other members to the organization. When a new member is added, they do not automatically have access to all spaces and tables. Admins must manually add users to each space where they want them to have access.
You can add a new member by going to Space Settings and clicking on the Members tab.
To add a new user to a space, you can either add an existing member of the organization or invite an external user.
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To add an existing member, click the Add User button and select the user from the dropdown list.
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To invite an external user, click the Invite External User link and enter the user's email address. You can add multiple users by separating their email addresses with commas. External users must have their own paid account.
To remove a member, go to Space Settings > Members and click the bin icon next to their name.
Note: When you add a user to a space, they will have access to all tables in that space. You cannot currently choose to exclude a user from accessing certain tables.
However, you can hide a table from the sidebar by unchecking it in Space Settings > Tables. This will prevent the table from being visible to users in the space, but it will not prevent them from accessing the table directly by its URL.
User Permissions
Once you have added a user to an InfoLobby space, you can assign them one of four permissions:
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Administrator: This is the highest level of permission. Administrators have full control over the space, including the ability to add and remove users, create and edit automations, and access all data.
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Read & Write: This permission allows users to view and edit data in the space.
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Read & Comment: This permission allows users to view data in the space and add comments.
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Read Only: This permission allows users to view data in space, but they cannot edit or comment on it.
It is important to carefully consider the permissions that you assign to each user. This will help to ensure that your data is secure and that only authorized users have access to it.
Table Level Permission
InfoLobby allows administrators to set table-level permissions, which means that they can choose to restrict who can create, update, and delete records in a specific table. To do this, administrators can go to Table Settings > Settings and select the Admin Only Create, Update, and Delete option. When this option is activated, only users with administrator-level access will be able to perform these actions on the table.
Field Level Permission
InfoLobby allows administrators to set field-level permissions. This means that they can choose to restrict who can create or update specific fields in a table. To do this, administrators can go to the Table Settings > Fields page and check the Admin Only checkbox next to the field they want to restrict. When this checkbox is checked, only users with administrator-level access will be able to create or update that field.
