Owners, Editors, and Viewers Cover Most Cases
For most small teams, three roles handle everything. Owners manage the table structure and settings. Editors add and update records. Viewers can read data without touching it. Assigning roles takes two minutes and prevents most accidental data loss.
Custom Roles for More Complex Workflows
When your team has contractors, clients, or part-time staff who need specific access, custom roles let you define exactly what each group can see and do at the per-table level. A client might view their own project table without accessing your internal operations tables. This is cleaner than managing shared passwords or read-only exports.
Permissions Scale as You Hire
The roles you set up when you're five people still work when you're twenty-five. New team members get assigned to the right role on day one, and their access is scoped immediately. You don't need an IT department to manage this — it's built into the workspace.
Published by Recordbook
22 January 2026