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Roles, Permissions & Users
This is what turns a single-admin app into something a whole team or customer base can use safely — who can see what, who can change what, and what a brand-new sign-up is allowed to do on day one.
1. Add a user profile collection
Role-based access needs a collection that represents "a person" — with name, email, and role fields. If your schema doesn't have one yet, the Schema Builder shows a one-click button for it (Add User Profile collection, or Seed User Profile if your schema is empty). This adds a ready-made collection with those fields already in place — you don't build this one by hand.
You can add your own extra fields to it too (age, department, phone number — anything about a person), the same way you'd add a field to any other collection. Note that name, email, and role themselves can't be deleted or renamed — the rest of the app depends on them.
2. Open Roles & Permissions
This page shows one card per role, and a permissions matrix per collection:
| Column | Meaning |
|---|---|
| Full | Unrestricted access — view, create, update, and delete, all at once |
| View | Can see records in this collection |
| Create | Can add new records |
| Update | Can edit existing records |
| Delete | Can remove records |
There's always an admin role, reserved and unrestricted — it can't be renamed, deleted, or have its permissions unchecked.
Click New Role to add another (support staff, sales, viewer — whatever fits your app), tick the boxes for what it can do in each collection, and click Save & Apply. Changes take effect immediately.
3. Set the default role for sign-ups
Next to each non-admin role, there's a Default on register option. Whichever role you pick here is the one automatically assigned to anyone who signs up through the app's own registration form — nobody chooses their own role, and nothing they submit can override this. If you skip this step, your app's dashboard will show a reminder before you share it.
4. Manage individual users
The Users page lists everyone who has signed up. From here you can:
- Change anyone's role at any time, directly from the dropdown in their row.
- Add a user yourself — click Add User, enter their email, name, and role (plus any extra profile fields you've added). A temporary password is generated automatically and shown once, ready to copy and send to them.
Inviting people vs. open sign-up
In App Configuration, the Allow Registration toggle controls whether people can create their own account from the app's sign-up screen at all. Turn it off for an invite-only app, where every account is created by you from the Users page instead.
