To manage who can see or edit content in the system, you’ll first need to set up a few essential elements. Follow the steps below to configure user permissions.
1. User fields
User fields define the data you’ll use to describe and group users — for example, Role, Location, or Team.
Create a Field
2. User template
Templates are used to add custom fields to users. While users can exist without a template (with just basic info like name and email), templates are required if you want to use custom data for permissions.
Only one user template is supported, and it applies to all users.
Create a Template
3. Users
Once your user template is in place, you can start creating users with the fields needed for permission logic.
Add Users
4. User groups
Use a query builder to group users based on shared field values — for example, all users with Role = Technician AND Location = Helsinki. These groups will be used in your permission rules.
Create User Groups
5. Components
Components let you group assets or work orders based on their field data — for example, all work orders with Type = Maintenance OR Company = Acme Corporation. These act as the “targets” in your permission rules.
Create Components
6. Permission sets
Finally, combine user groups and components to define who can view, edit, or delete what. For example, Technicians can edit Maintenance work orders, but not delete them.
Create Permission Sets