Viewing permissions

[Bro]

Hi, my staff are grouped in 3 areas. Central, West and East. Each team has a deputy manager (DMs) and a manager (Ms). 

It's important that DMs and Ms can not see records of staff that are not in their area. Does airtable allow you to set up granular permissions?

Also how can you stop deputy managers seeing the managers or ceo records?

Thank you

[Alessio_Monino]

Hi @Bro,

To streamline and optimise the process, consider implementing a structured approach using interfaces. Here's a step-by-step guide:

1. Field Creation: Begin by adding a new field to the table, named 'status,' and configure it as a Multiple Select field. Use labels such as 'With DMs,' 'Ms,' 'CEOs,' and any relevant statuses.

2. Interface Creation: Now, proceed to create interfaces for your table. It recommended using the 'Record Review' interface type for this purpose.

3. Status-Based Interfaces: For each status, design a unique interface within the 'Record Review.' interface type. You can then customise the layout, visibility, and editing permissions based on the role or status.

4. Display Options: Set up display options within each interface, ensuring that users can only view fields relevant to their competence. This ensures a clean and uncluttered interface.

5. Editable Fields: Depending on your requirements, decide whether certain fields should be editable or not within each interface. Grant edit access only to fields that are relevant and necessary for the users.

By following this structured approach, you can efficiently manage your data and provide a tailored experience for users based on their roles and statuses (by having a specific "UI" for each). This not only enhances usability but also ensures data integrity and security.

I hope this helps!

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