Custom Access

The Custom access option limits access of an app user to the specific data from a table. It is possible thanks to creating customized filters that compare data of a signed-in user (stored in a directory) with table records that the user wants to access. For example, you can restrict users to see only records assigned to their department if they are managers. 

This option is unavailable in default access permissions. The following steps guide you to create custom permissions.  

Steps to set up custom access: 

1. From the sidebar navigation menu, select Roles. 
2. Hover over a role and select Open. 
3. In the upper left corner, select the Permissions tab. 
4. In the upper right corner, click the Add custom permissions button. 
5. Select the tables on which the permissions will be based. Click Add. 
6. In the Custom permissions row for the role that you want to edit, click the option arrow and select Custom. 
7. In the Custom access panel on the right, introduce the criteria: 
   
   1. Click Add condition or, if you want to build a more complex logic, click Add group.
   2. For each condition, click Add criteria and select the fields to compare and the comparison type to apply between them.
      Depending on the field type, you can use the following comparison operators:
      

      Field type	Available operators	Compatible data types for comparison
      Text255 Text64k	Is equal to Is not equal to	Text255 Text64k Number Integer Currency GUID Random ID Autonumber Prefixed Autonumber
      Number Integer Currency	Is equal to Is not equal to Is greater than Is greater than or equal to Is less than Is less than or equal to	Text255 Text64k Number Integer Currency Autonumber
      Yes/No	Is equal to	Yes/No
      Random ID	Is equal to Is not equal to	Text255 Text64k Random ID
      Autonumber	Is equal to Is not equal to Is greater than Is greater than or equal to Is less than Is less than or equal to	Text255 Text64k Number Integer Currency Autonumber
      Prefixed Autonumber	Is equal to Is not equal to	Text255 Text64k Prefixed Autonumber
      GUID	Is equal to Is not equal to	Text255 Text64k GUID

   3. If you want to gather criteria in sets, click Add group for each set and define the relation between them:
      • If you want all the criteria to be met to grant access, select the AND operator.
      • If you want only one of the criteria to be met to grant access, select the OR operator.
   4. Select Apply.
      The app user now has access to all records that meet the criteria.