Administrative Rights

Initially, only the owner of a database is a user who has access to all objects in the system and can customize the objects in the Setup mode.

There may be times when you grant your managers the ability to add and invite other users or allow them to help you with database adjustments.

To grant or restrict administrative controls to some users, change the Setup Permission option.

For each existing user in the system, you can configure setup permissions individually.

1. Click the Setup link in the top right corner of the window.

2. Select the Database tab.

3. Click Sharing/Roles > Manage existing users shares in the setup menu. The system will display a list of users:

   

4. Choose the necessary user from the list and click Edit in a corresponding row to modify the user’s setup permissions. The following form will appear:

   

5. From the Setup Permission list, select the necessary level of access for the user:

• No Access: this option prevents users from accessing the setup mode of your database.

• Restricted Access: this option allows you to specify the settings that will be available to the user.

  For "Restricted Access", you can specify the following permissions:

  • Manage Users - allows adding, inviting, and deleting other users
  • Manage Data - grants Import and Export data permissions
  • Manage Views - allows creating, editing, and deleting table views
  • Manage Documents - allows creating, editing, and deleting documents
  • Manage Forms - allows creating, editing, and managing forms
  • Manage Dashboards - allows creating, editing, and deleting dashboards
  • Manage E-mail Notifications - allows creating, editing, and managing automated e-mail notifications

• Full Access: choose this level to give all administrative permissions for your database. The user with this option can customize the database structure and has full access permissions. Usually, the Full Access option is granted to a manager or a person responsible for administrative duties.

6. When finished, click Save to apply changes; click Save and Invite to send an invitation email to the user. Click Cancel to discard changes.

Please note that if the External User option is assigned to a user, it prevents that user from accessing the setup mode of your database. As a result, the No Access option will be automatically assigned to the user, regardless of the choice made in the Setup Permission field.