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API","i-lucide-braces","\u002Fdata-api","14.data-api",[600,603,607,611,615,619,623,627,631,635,639,643],{"title":118,"path":601,"stem":602},"\u002Fdata-api\u002Foverview","14.data-api\u002F01.overview",{"title":604,"path":605,"stem":606},"Authentication","\u002Fdata-api\u002Fauthentication","14.data-api\u002F02.authentication",{"title":608,"path":609,"stem":610},"Reading","\u002Fdata-api\u002Freading","14.data-api\u002F03.reading",{"title":612,"path":613,"stem":614},"Filtering","\u002Fdata-api\u002Ffiltering","14.data-api\u002F04.filtering",{"title":616,"path":617,"stem":618},"Aggregating","\u002Fdata-api\u002Faggregating","14.data-api\u002F05.aggregating",{"title":620,"path":621,"stem":622},"Writing","\u002Fdata-api\u002Fwriting","14.data-api\u002F06.writing",{"title":624,"path":625,"stem":626},"Nested Writes","\u002Fdata-api\u002Fnested-writes","14.data-api\u002F07.nested-writes",{"title":628,"path":629,"stem":630},"Transactions","\u002Fdata-api\u002Ftransactions","14.data-api\u002F08.transactions",{"title":632,"path":633,"stem":634},"Calling Functions","\u002Fdata-api\u002Fcalling-functions","14.data-api\u002F09.calling-functions",{"title":636,"path":637,"stem":638},"OpenAPI","\u002Fdata-api\u002Fopenapi","14.data-api\u002F10.openapi",{"title":640,"path":641,"stem":642},"Routes","\u002Fdata-api\u002Froutes","14.data-api\u002F11.routes",{"title":644,"path":645,"stem":646},"A client, end to end","\u002Fdata-api\u002Fa-client","14.data-api\u002F12.a-client",{"title":172,"icon":648,"path":649,"stem":650,"children":651,"page":62},"i-lucide-settings","\u002Fsettings","15.settings",[652,655,659,662,665],{"title":189,"path":653,"stem":654},"\u002Fsettings\u002Fgeneral","15.settings\u002F01.general",{"title":656,"path":657,"stem":658},"Access","\u002Fsettings\u002Faccess","15.settings\u002F02.access",{"title":207,"path":660,"stem":661},"\u002Fsettings\u002Fsecurity","15.settings\u002F03.security",{"title":595,"path":663,"stem":664},"\u002Fsettings\u002Fdata-api","15.settings\u002F04.data-api",{"title":666,"path":667,"stem":668},"Features","\u002Fsettings\u002Ffeatures","15.settings\u002F05.features",{"title":670,"icon":671,"path":672,"stem":673,"children":674,"page":62},"User Profile","i-lucide-circle-user","\u002Fuser-profile","16.user-profile",[675,679,682,686,690],{"title":676,"path":677,"stem":678},"My Account","\u002Fuser-profile\u002Fmy-account","16.user-profile\u002F01.my-account",{"title":525,"path":680,"stem":681},"\u002Fuser-profile\u002Fsessions","16.user-profile\u002F02.sessions",{"title":683,"path":684,"stem":685},"Tokens","\u002Fuser-profile\u002Ftokens","16.user-profile\u002F03.tokens",{"title":687,"path":688,"stem":689},"Preferences","\u002Fuser-profile\u002Fpreferences","16.user-profile\u002F04.preferences",{"title":539,"path":691,"stem":692},"\u002Fuser-profile\u002Factivity","16.user-profile\u002F05.activity",{"title":694,"icon":695,"path":696,"stem":697,"children":698,"page":62},"AI Agents","i-lucide-bot","\u002Fai-agents","17.ai-agents",[699,702,705,709,713,717],{"title":118,"path":700,"stem":701},"\u002Fai-agents\u002Foverview","17.ai-agents\u002F01.overview",{"title":683,"path":703,"stem":704},"\u002Fai-agents\u002Ftokens","17.ai-agents\u002F02.tokens",{"title":706,"path":707,"stem":708},"MCP Server","\u002Fai-agents\u002Fmcp-server","17.ai-agents\u002F03.mcp-server",{"title":710,"path":711,"stem":712},"Recipes","\u002Fai-agents\u002Frecipes","17.ai-agents\u002F04.recipes",{"title":714,"path":715,"stem":716},"Tools","\u002Fai-agents\u002Ftools","17.ai-agents\u002F05.tools",{"title":718,"path":719,"stem":720},"llms.txt","\u002Fai-agents\u002Fllms-txt","17.ai-agents\u002F06.llms-txt",{"title":722,"icon":723,"path":724,"stem":725,"children":726,"page":62},"Operations","i-lucide-server","\u002Foperations","18.operations",[727,731,735,739,743],{"title":728,"path":729,"stem":730},"Deployment","\u002Foperations\u002Fdeployment","18.operations\u002F01.deployment",{"title":732,"path":733,"stem":734},"PostgreSQL","\u002Foperations\u002Fpostgresql","18.operations\u002F02.postgresql",{"title":736,"path":737,"stem":738},"Public URL, Proxy and CORS","\u002Foperations\u002Fpublic-url-proxy-cors","18.operations\u002F03.public-url-proxy-cors",{"title":740,"path":741,"stem":742},"Backup and Restore","\u002Foperations\u002Fbackup-restore","18.operations\u002F04.backup-restore",{"title":744,"path":745,"stem":746},"Upgrading","\u002Foperations\u002Fupgrading","18.operations\u002F05.upgrading",{"title":748,"icon":749,"path":750,"stem":751,"children":752,"page":62},"Reference","i-lucide-library","\u002Freference","19.reference",[753,757,761,765,769],{"title":754,"path":755,"stem":756},"Query Language","\u002Freference\u002Fquery-language","19.reference\u002F01.query-language",{"title":758,"path":759,"stem":760},"Errors","\u002Freference\u002Ferrors","19.reference\u002F02.errors",{"title":762,"path":763,"stem":764},"Admin API","\u002Freference\u002Fadmin-api","19.reference\u002F03.admin-api",{"title":766,"path":767,"stem":768},"Authentication API","\u002Freference\u002Fauth-api","19.reference\u002F04.auth-api",{"title":770,"path":771,"stem":772},"Environment Variables","\u002Freference\u002Fenvironment","19.reference\u002F05.environment",{"id":774,"title":549,"admin":775,"body":776,"description":1090,"extension":1091,"links":1092,"meta":1093,"navigation":1094,"path":550,"seo":1095,"stem":551,"__hash__":1096},"docs\u002F12.roles\u002F01.creating-a-role.md","Roles › New role · a role › General",{"type":777,"value":778,"toc":1076},"minimark",[779,793,818,823,827,835,904,908,961,970,973,997,1000,1016,1020,1035,1041,1045,1062,1066],[780,781,782,783,787,788,792],"p",{},"A ",[784,785,786],"strong",{},"role"," is what you give people: Acme's Dispatcher, Technician, Sales, Accounting. A user gets the union of everything their roles allow. See ",[789,790,791],"a",{"href":44},"Users and roles"," for the model.",[780,794,795,797,798,801,802,804,805,804,807,809,810,813,814,817],{},[784,796,543],{}," in the rail lists every role, with a search box and ",[784,799,800],{},"New role",". A role's page has four sections: ",[784,803,189],{},", ",[784,806,47],{},[784,808,565],{}," and ",[784,811,812],{},"Access reviews",". Its ",[784,815,816],{},"⋮"," deactivates or deletes it.",[819,820],"screenshot",{"caption":821,"id":822},"The General section of Acme's Dispatcher role: App access, App home, no capabilities.","role-general",[824,825,189],"h2",{"id":826},"general",[780,828,829,831,832,834],{},[784,830,800],{}," and a role's ",[784,833,189],{}," section hold the same fields:",[836,837,838,850],"table",{},[839,840,841],"thead",{},[842,843,844,848],"tr",{},[845,846,847],"th",{},"Field",[845,849],{},[851,852,853,861,869,878,888],"tbody",{},[842,854,855,859],{},[856,857,858],"td",{},"Name, Description",[856,860],{},[842,862,863,866],{},[856,864,865],{},"Icon, Color",[856,867,868],{},"how the role shows in lists and badges",[842,870,871,875],{},[856,872,873],{},[784,874,656],{},[856,876,877],{},"where its members may sign in (below)",[842,879,880,885],{},[856,881,882],{},[784,883,884],{},"App home",[856,886,887],{},"the DataView or dashboard its members land on when they open the App; empty, the App's own page",[842,889,890,895],{},[856,891,892],{},[784,893,894],{},"Capabilities",[856,896,897,809,900,903],{},[784,898,899],{},"Can run transactions",[784,901,902],{},"Can send email"," (below)",[905,906,656],"h3",{"id":907},"access",[836,909,910,918],{},[839,911,912],{},[842,913,914,916],{},[845,915,656],{},[845,917],{},[851,919,920,934,943],{},[842,921,922,927],{},[856,923,924],{},[784,925,926],{},"Admin",[856,928,929,930,933],{},"the admin itself. Reserved to the ",[784,931,932],{},"Administrators"," role, which bypasses every permission",[842,935,936,940],{},[856,937,938],{},[784,939,64],{},[856,941,942],{},"signs into the App, to use published DataViews and dashboards",[842,944,945,950],{},[856,946,947],{},[784,948,949],{},"API",[856,951,952,953,957,958],{},"programmatic access: signs in through ",[954,955,956],"code",{},"\u002Fapi\u002Fauth\u002Flogin"," or a provider, and may hold personal ",[789,959,960],{"href":522},"API tokens",[780,962,963,964,966,967,969],{},"With no access, members can't sign in through this role: its permissions only apply alongside another role that grants access. Acme's Dispatcher has ",[784,965,64],{},"; the GPS device role has only ",[784,968,949],{},".",[905,971,894],{"id":972},"capabilities",[974,975,976,988],"ul",{},[977,978,979,981,982,985,986,969],"li",{},[784,980,899],{},": members may use ",[954,983,984],{},"POST \u002Fapi\u002Ftransactions",", several writes in one PostgreSQL transaction. See ",[789,987,628],{"href":629},[977,989,990,992,993,996],{},[784,991,902],{},": a workflow executed as a member may run its Send email steps. Each attachment still needs ",[954,994,995],{},"READ"," on its file. Administrators don't need it.",[905,998,884],{"id":999},"app-home",[780,1001,1002,1003,1007,1008,1011,1012,969],{},"Acme sets ",[1004,1005,1006],"em",{},"My work"," as the Technician role's home and the ",[1004,1009,1010],{},"Work orders"," kanban as the Dispatcher's. A user with several roles lands on the first home among their roles, by role name, that they can open. See ",[789,1013,1015],{"href":1014},"\u002Fapp\u002Foverview#where-the-app-opens","Where the App opens",[824,1017,1019],{"id":1018},"default-permissions","Default permissions",[780,1021,1022,1023,1026,1027,1030,1031,1034],{},"A new role starts with ",[784,1024,1025],{},"no permissions at all",": its members can't even read their own profile. ",[784,1028,1029],{},"Apply default totalbase permissions",", checked when creating, and ",[784,1032,1033],{},"Apply Default Permissions"," in the Permissions toolbar later, add the usual grants on TotalBase's own tables, such as reading one's own user row, and uploading files while changing and deleting only one's own.",[780,1036,1037,1038,969],{},"Then grant your own tables: ",[789,1039,1040],{"href":554},"Granting permissions",[824,1042,1044],{"id":1043},"deactivating-and-deleting","Deactivating and deleting",[780,1046,1047,1050,1051,1054,1055,1058,1059,1061],{},[784,1048,1049],{},"Deactivate"," switches the role off while keeping it and its members; ",[784,1052,1053],{},"Activate"," brings it back. ",[784,1056,1057],{},"Delete"," removes it after a confirmation. The ",[784,1060,932],{}," role is reserved: it can't be renamed, changed, deactivated or deleted.",[824,1063,1065],{"id":1064},"next-steps","Next steps",[974,1067,1068,1072],{},[977,1069,1070,969],{},[789,1071,1040],{"href":554},[977,1073,1074,969],{},[789,1075,565],{"href":566},{"title":1077,"searchDepth":1078,"depth":1079,"links":1080},"",1,2,[1081,1087,1088,1089],{"id":826,"depth":1079,"text":189,"children":1082},[1083,1085,1086],{"id":907,"depth":1084,"text":656},3,{"id":972,"depth":1084,"text":894},{"id":999,"depth":1084,"text":884},{"id":1018,"depth":1079,"text":1019},{"id":1043,"depth":1079,"text":1044},{"id":1064,"depth":1079,"text":1065},"A role's General section: access, App home and capabilities.","md",null,{},true,{"title":549,"description":1090},"fnt-YFmT3JlnF6979Gv3L5KALrgWjZ6VujyJUIfQHNs",[1098,1100],{"title":539,"path":540,"stem":541,"description":1099,"children":-1},"What users do: actions, data changes, failures and exports.",{"title":553,"path":554,"stem":555,"description":1101,"children":-1},"The role permission matrix step by step: actions, fields, relation paths, and checking the result.",1792339951446]