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Tip #1. User Roles and Permissions
You can add users and assign different roles according to your requirements.
Step 1
- Go to the App Settings section in the left sidebar and open the Roles and Permissions tab.
Step 2
You can define the name of the user, email, and password to access the platform.
Step 3
Do not forget to assign the proper user role you created in the previous step.
Tip #2. Users
Users can be added from the Users menu item in the left sidebar.
Step 1
Click on the New Team User button to create your first user.
Step 2
Here, you can create or edit existing roles for your application.
If you want to rename your app, go to the General Settings tab to change the app name.
Step 3
Review and check or uncheck allowed permissions for each user role.
Tip #3. Fields, Models and User Role Fields
At this point, you know much better how to work with the app.
This step is required if you want to fine-tune your app.
Let us break it into two sub-steps.
Step 1. Rename and Add Fields
- To add new fields to your models or rename existing ones, go to the Data Models menu item.
- Click on the model row you would like to change.
- Now you can rename labels, set the proper data type, or add a new field to your model.
- Click Save to apply changes.
Step 2. Configure Who Can See or Edit Fields
- Click on the three dots near the trash icon to open the popup where you can select permissions for each user role you created earlier.
- Users can either see or edit fields; edit permission always includes view permission.
Feel free to review the other settings in this popup and adjust them later.