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Permissions

Control what shared users can do.

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Common permissions

  • View records
  • Add records
  • Edit records
  • Delete records
  • View analytics
  • Export data

Principle of least access

Give users only the permission they need. For example, a data entry user may only need Add Records, while a manager may need View Analytics and Export.

Review regularly

Remove shared access when a user changes role, leaves a project or no longer requires the dataset.

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