Access permissions in an app are crucial for providing authorization to users, roles, or entities to access specific sections of an app and perform transactions. They play a fundamental role in securing an app and controlling access to various resources within it.
Access permissions define the actions a user or entity can perform in an application, such as Editing, Read-only, or Hidden. These permissions ensure that only authorized individuals or entities can access certain sections of an app and perform transactions.
Define Access Permissions
The Access Permissions page consists of two sections:
Permission-Step Name Section: This section lists the workflow steps defined while creating the workflow.
Sections and Elements Section: This section lists the sections and elements defined while creating the application. Each Section/Element has the following options:
- Editable: Allows the actor/user to edit the values in that section's element fields in the application.
- Read-only: Allows the actor/user to only read the values in that section's element fields in the application.
Setting User Detail fields in access permissions to Read-Only may lead to data visibility issues for end-users. This is because the platform may be unable to retrieve the respective user's data due to certain constraints.
- Hidden: Hides the whole section from the actor/user in the application.
- Custom: Provides custom permissions for the actor/user to take action on the element fields according to the defined permissions for that section in the application.
Defining Access Permissions in Your Application
- Select the step and then choose the section to define its permission.
- If you choose Editable, the actor/user for this step can modify the values of the element fields in the application.
- If you select Read-Only, the actor/user assigned to this step can only view the values of the element fields in the application.
- If Hidden is selected, the actor/user will not be able to see any element fields of this section in the application.
- By choosing Custom, the actor/user can have custom permissions to interact with the application elements based on the defined permissions.
- Click on Next Step Name to proceed and define the Access Permissions.
- After defining the Access Permissions for all steps, click on the Next button.
- You will then reach the Publish page, which is the final step in the application building process.
For better understanding watch the GIF below.