The Permissions tab controls who can view and interact with a definition across the platform. This is useful for limiting access to sensitive forms or tailoring visibility based on teams, roles, or locations.
Setting Permissions
By default, all users in your workspace can view and use the definition. However, you can override this by setting up custom permissions. To do so, take the following steps:
- Open the Permissions tab of the definition.
- Toggle off the default All Users permission set to restrict visibility (A).
- Click Add Row and create a permission set by define custom selecting a Permission Type for select users and user groups (B).
Permission Types
- Read: Allows users to view entities created from the definition.
- Write: Allows users to edit entities created from the definition.
- Create: Allows users to create new entities using the definition.
These permissions can be combined as needed. For example, you might grant Read and Write access to one team, while limiting create access to a smaller group of users.