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User Groups

User groups enables you to control what different types of users can view, create, edit and remove on your app. In this article, we’ll go through how you can create user groups to manage different types of end users.
 
For example, an employee directory may include user groups like Employees (who can edit profile, view directory, view projects) and Project Managers (Who can edit teams and project information).
 

Viewing User Groups

To view information about your user groups:
  1. Navigate to User Groups from the sidebar
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  1. Click View to see detailed information about the user group.
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Viewing Permissions

The detailed view of a user group contains all its permissions. To learn more:
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  1. Click on the View button
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Viewing Users

The detailed view of a user group contains all its users. To learn more:
  1. Switch to the Users tab
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Editing User Group

To edit the user group information:
  1. Click on the View button
  1. Click on Edit Group to update name and description
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Updating Permissions

Follow the steps above in Viewing Permissions. You can update the rule by clicking on view, but we recommend doing this via the app editor for better context.
 

Updating Users

Follow the steps above in Viewing Users. You can add and remove users here.
 

Default User Group

By default, users are automatically assigned to your default user group when they create an account on your app. To view your default group:
  1. Navigate to User Groups from the sidebar
  1. Look for the user group with the Default Group tag
 

Updating Default User Group

To update your default user group:
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  1. Switch to the Default Settings tab
  1. Select a new default group
 

Conditional Default User Groups

In the case where you have existing users on Airtable and would like to invite them to create an account on your app. You may want to assign them to different user groups based on a field value.
 
E.g. You want to assign each employee (user) based on their department.
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To set up user group field mapping:
  1. Follow the steps to navigate to Default Settings
  1. Click on Edit Group Field Mapping
  1. Select the field from your user table used to determine the user group E.g. Department
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  1. Click on Add Field Mapping
  1. Enter the value and the group for each user group that needs assigning.
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Creating User Groups

To create a user group:
  1. Click on view Create User Group
  1. Give your group a meaningful name and description. E.g. Let’s create a Project Manager group which allows members to view and manage teams (we will create the rules later).
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Deleting User Group

To delete a user group:
  1. Click View to open user group details
  1. Click on the ant menu to open settings menu
  1. Click on Delete Group
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