Page builders with the workspace administrator role can manage user access to multiple pages at once. Bulk-management of role-based access offers a single, centralized view to assign, remove, and overwrite multiple roles to multiple pages. 

By default, all users with access to the source model have access to a page. You can restrict access to pages based on your own criteria. For example, you can restrict HR-related pages to HR staff to ensure confidentiality of specific payroll details, or restrict access to bonus payout information to high-level roles.

You can also restrict access at page level, via the Restrict access tab in Page settings.  

Note: You can only restrict access to pages in an app if the primary source model contains user roles. 

To bulk-manage access to an app, from the Apps screen, open an app, then select the ellipsis icon > Manage access. When you manage access to an app, you manage access to the individual pages that make up that app.

On the Manage page access screen, you can manage access by role or by page. In both cases, a model builder must first create roles within a model.

Give access by role

To manage the access to any page within an app: 

  1. In the Role view tab, select a model and select a role from the dropdowns. A list of pages and their access permissions in your app displays. Note that view permission enables users to view pages, while Edit permission enables users to change those pages.
  2. In the upper-right, select Manage. Each page displays a toggle on the left, and a checkbox for View and Edit permissions. Note that if you toggle off page restrictions, the page is available to all users of the app.
  3. Scroll through the list of pages and locate the pages you want to change access permissions for.
  4. Check the View or Edit checkboxes for each page. 
  5. Select Save, to apply your changes.

Give access by page

Alternatively, you can give access to a page if you select a page and give access to it by role.

  1. In the Page view tab, select a model and select a page from the dropdowns. A list of roles and their access permissions to that page. Note that view permission enables users to view pages, while Edit permission enables users to change those pages.
  2. In the upper-right, select Manage. Each role displays a checkbox for View and Edit permissions.
  3. Check the View or Edit checkboxes for each role. 
  4. Select Save, to apply your changes.

Remove access by role

To remove access from a page by role:

  1. In the Role view tab, select a model and select a role from the dropdowns. A list of pages and their access permissions in your app displays.
  2. In the upper-right, select Manage. Each page displays a toggle on the left, and a checkbox for View and Edit permissions. Select the roles you want to remove from a page. 
  3. Find the page you want to remove access from.
  4. Remove access by unchecking the View or Edit checkboxes.
  5. Select Save, to apply your changes.

Remove access by page

To remove access by page:

  1. In the Page view tab, select a model and select a page from the dropdowns. A list of roles and their access permissions to that page. Note that view permission enables users to view pages, while Edit permission enables users to change those pages.
  2. In the upper-right, select Manage. Each role displays a checkbox for View and Edit permissions.
  3. For each role you want to remove access to that page from, check the View or Edit checkbox.
  4. Select Save, to apply your changes.