Permissions

The roles that you assign to users in your workspace determine the permissions to create/view/edit records/delete data tables/modify data table structure.

Similar to other Workato features, you can define granular access permissions to Data tables by creating/editing a custom role.

Set up data tables permissions with RBAC

Data tables permissions are available in the Recipe development section of the Roles interface.

Assign data tables permissions

To configure Data tables permissions:

1

In Workato, use the sidebar, to navigate to Team management > Roles > Create a new role.
Alternatively, you can modify an existing role.

2

Determine which projects the role has access to. You can give this role access to all projects, or only projects you specify.

3

Navigate to Recipe development > Data storage > Data tables.

4

Determine the privileges to assign to this role.

Full access

Allows users all Data table privileges: view, edit records, create, delete, and modify structure.

View

Allows users to view Data tables and use them in their recipes.

Edit records

Allows users to add, edit, or delete rows in a data table.

Create

Allows users to create new Data tables.

Delete

Allows users to delete Data tables.

Modify structure

Allows users to modify the structure of Data tables (add/edit/delete columns) and edit records.

5

Click Save changes.

Assign roles

After you have determined permissions for the new/edited role, you must assign the role to a user. You must assign roles to a user when you invite them to a team. You can also edit a user’s role at any time.

To invite a user to a team:

1

In your Workato account, navigate to Workspace admin > Collaborators.

2

Click Invite Collaborator.

3

Enter the Full name and Email address of the collaborator.

4

Using the Collaborator role menu, select the role you plan to assign to the collaborator.

5

Click Send invitation.

To edit an existing user’s role:

1

In your Workato account, navigate to Team management > Collaborators.

2

Select the collaborator you plan to modify. This opens the Edit collaborator interface.

3

Select a new role from the Role dropdown.

4

Click Update.

Learn more about assigning roles.