I. Intro
You can create a default role in Advanced Permissions which will be auto-assigned to new collaborators and those without a role, reducing the number of permission requests you need to approve without compromising information security.
You need to have manage permission for the base to create a default role.
Use cases:
- To allow new collaborators access only specific fields or records, you can turn on Advanced Permissions and create a default role with the necessary permissions. Then when new collaborators join, they will be able to access those fields or records without having to request access.
- When you want to simplify the roles in Advanced Permissions, you can delete custom roles you no longer need and its members will automatically be given permissions of the default role.
II. Steps
Open the base for which you want to create a default role, click Advanced Permissions in the upper-right corner and turn on Advanced Permissions.
- When you turn on Advanced Permissions for the first time, a General role will be created, which will be used as the default role for collaborators.
- In the General section, click Edit to configure the role's view and edit permissions as needed.
- In the General section, click Assign Role to add members to this role.
- To change the default role, click Add Custom Role and customize the role according to your needs. Then, in the Default collaborator role section, select your custom role.
- If Default collaborator role is set to No Access, then collaborators who gained access via a link or do not have an assigned role will not be able to view any content in the base. These collaborators will need to apply for Advanced Permissions to regain access.
Note: Only one role can be set as the default.
III. FAQs