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Manage permissions of a data list

Control access in data lists with permissions for viewing, editing, deletion, and sharing, tailored to specific user roles and groups.

Updated over 9 months ago

Yeeflow is a platform that allows you to create and manage data lists for various purposes. One of the features of Yeeflow is that you can set permissions for each data list to control who can view, edit, delete, or share the data. In this guide, we will show you how to set permissions for a data list in Yeeflow.


Set basic permissions

To manage permissions, open the data list that you want to set permissions for. Click on the "More settings" icon on the top right corner of the data list, then click "List settings" from the pop-up window. This will open a pop-up window with various options for the data list.

Select the Permissions option from the pop-up window. This will open another window where you can see and edit the permissions for the data list.

Inherit from application: By default, the list permission is inherited from the application. To set a separate access permission for this data list, click turn the toggle off.

You can then find the "Edit" button from the right of the Basic Permissions. Click this button to change the permissions:

  • Administrators: Users with this permission will have a full control of this data list.

  • Edit Item: Users with this permission will be able to add, edit, view and delete items inside in this data list. They are able to import and export data.

  • View Item: Users with this permission can only view data items.

User can select users, user groups and departments for each permission group.

Set advanced permissions

Click the "Advanced Permissions" button from the bottom of the list permissions setting window. This will open the advanced permissions setting window.

With the advanced permissions setting, you can grant separate operation permissions to users, user groups, departments and list field related users.

  • New - Allow users who can add new items.

  • Edit - Allow users, departments, user groups and list field related users to edit items.

  • Delete - Allow users, departments and user groups who can delete items.

  • Import - All users, department and user groups to import data.

  • Export -All users, department and user groups to export data.

You can add users, departments, user groups, and list field related users by type in the name, or clicking the icon on the right, and selecting from the pop-up window.

Note

Please make sure these who will be assigned with advanced permission, are already in the "View Item" of basic permission. Otherwise they will have no entrance of this data list.

With the List field option on the users picker window above, you can select any user type field and set permissions based on the value of those selected fields.

For example: If you have a Tasks data list, and you want to have only the task owners to make changes to their tasks (there's one user type field called "Owner"). you can user the list field option,then select "Owner" field and grant the editing and deleting permissions.

Note

Please make sure these who will be assigned with advanced permission, are already in the "View Item" of basic permission. Otherwise they will have no entrance of this data list.

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