Managing Members Permissions in Table
Table Admin can efficiently manage access by inviting members, adjusting roles, tracking member activity, and revoking permissions when necessary.
Inviting New Members
To add a new member to a table, follow these steps:
1. Within the application, hover over the table name.
2. Click the ellipsis (…) icon
3. Select "Permissions" from the drop-down list. This will open the permissions management panel for the table.
4. Click "Add Members", Ensure that the user has already been invited to the workspace before adding them to a specific table.
5. From the drop-down list, choose the member you want to invite.
6. By default, members are added as Viewers. To change their role, click on the role name and select the appropriate permission level from the drop-down list.
7. Confirm the Assignment: The selected user will now have the assigned role within the table.
⚠️ Users must be invited to the workspace before they can be assigned a role to a table.
Modifying an Existing Member's Role
To change a member’s role within a table:
1. Within the application, hover over the table name.
2. click the ellipsis (…) icon.
3. select "Permissions" from the drop-down list.
4. Find the Member whose role you want to modify.
5. Click on their current role.
6. select a new Role level from the drop-down list. For detailed information about roles levels, click here.
7. The updated role will take effect immediately.
Searching for Members by Name
To quickly locate a specific member within a table:
1. Within the application, hover over the table name.
2. click the ellipsis (…) icon.
3. select "Permissions" from the drop-down list.
4. Use the Search Bar, Under the Members tab.
5. enter the Member's name in the search field.
Filtering Members by Role
To filter table members based on their assigned roles:
1. Within the application, hover over the table name
2. click the ellipsis (…) icon
3. select "Permissions" from the list.
4. Click "All Roles”, Under the Permissions tab.
5. Choose the role you want to filter by.
Removing a member from a Table
If a member needs to be removed from a table:
1. Within the application, hover over the table name
2. click the ellipsis (…) icon
3. select "Permissions" from the list.
4. Locate the member in the member list.
5. Scroll to the end of the table and click the trash icon next to their name.
6. A warning message will appear—click "Delete" to finalize the removal.
⚠️ Removing a user from a table will revoke their access to that specific table. Their permissions will revert to their workspace-level or team-level role if applicable. To learn more about Permission Hierarchy, click here.
Managing Teams Permissions in Table
Inviting New Teams
To add a new team to a table, follow these steps:
1. Within the application, hover over the table name.
2. Click the ellipsis (…) icon
3. select "Permissions" from the drop-down list. This will open the permissions management panel for the table.
4. Click on Teams Tab
5. Click "Add Team", Ensure that the team has already been created in the workspace before adding them to a specific table.
6. From the drop-down list, choose the team you want to invite.
7. By default, teams are added as Viewers. To change their role, click on the role name and select the appropriate permission level from the drop-down list.
8. The selected team will now have the assigned role within the table.
Teams must be created to the workspace before they can be assigned a role to a table. to learn how to create a team click here.
Modifying an Existing Team’s Role
To change a team’s role within a table:
1. Within the application, hover over the table name
2. click the ellipsis (…) icon
3. select "Permissions" from the drop-down list.
4. Click on Teams Tab
5. Find the team whose role you want to modify.
6. Click on their current role and select a new Role from the drop-down list. For detailed information about roles, click here.
7. The updated role will take effect immediately.
Searching for Teams by Name
To quickly locate a specific team within a table:
1. Within the application, hover over the table name
2. click the ellipsis (…) icon
3. select "Permissions" from the drop-down list.
4. Click on Teams Tab
5. Use the Search Bar, Under the Teams tab
6. write the team’s name in the search field.
Filtering Teams by Role
To filter table Teams based on their assigned roles:
1. Within the application, hover over the table name.
2. click the ellipsis (…) icon.
3. select "Permissions" from the list.
4. Click on Teams Tab.
5. Click "All Roles”, Under the Permissions tab.
6. Choose the role you want to filter by.
Removing a Team from a table
If a Team needs to be removed from a table:
1. Within the application, hover over the table name.
2. click the ellipsis (…) icon
3. select "Permissions" from the list.
4. Click on Teams Tab
5. Locate the Team in the Teams list.
6. Scroll to the end of the table and click the trash icon next to the team’s name.
7. A warning message will appear—click "Delete" to finalize the removal.
⚠️ Removing a team from a table will revoke their access to that specific table. Their permissions will revert to their workspace-level or member-level role if applicable. To learn more about Permission Hierarchy, click here.