Skip to main content

Overview

Table sharing in ERPLite allows you to collaborate securely by controlling who can access your tables and what actions they can perform. Share with specific users, entire teams, or roles.

Share by User

Grant access to specific individuals

Share by Team

Grant access to all team members

Share by Role

Grant access based on user roles

Sharing a Table

1

Open Share Modal

Click the Share button in the top right corner of your table
2

Add Collaborators

Search and select:
  • Users: Type user names or emails
  • Teams: Select from available teams
  • Roles: Select from defined roles
3

Assign Permissions

Choose a permission set for each collaborator:
  • Creator: Full access including delete
  • Editor: Create, edit, and view records
  • Commenter: View and comment only
  • Viewer: Read-only access
  • Custom: Create custom permission sets
4

Save

Click Save to apply the sharing settings

Default Permission Sets

ERPLite provides four built-in permission sets:

Creator

Full administrative access to the table.
PermissionAllowed
View tableYes
View recordsYes
Create recordsYes
Edit recordsYes
Delete recordsYes
Delete tableYes
Duplicate tableYes
Rename tableYes
Manage columnsYes
Manage viewsYes
Manage automationsYes
Manage sectionsYes
Share table (update ACL)Yes
Add commentsYes
Creator permissions cannot be modified. This is the only permission set with full table management rights.

Editor

Can work with data but cannot modify table structure.
PermissionAllowed
View tableYes
View recordsYes
Create recordsYes
Edit recordsYes
Delete recordsYes
Delete tableNo
Duplicate tableNo
Manage columnsNo
Manage viewsLimited
Add commentsYes

Commenter

Can view data and add comments.
PermissionAllowed
View tableYes
View recordsYes
Create recordsNo
Edit recordsNo
Delete recordsNo
Add commentsYes

Viewer

Read-only access.
PermissionAllowed
View tableYes
View recordsYes
Create recordsNo
Edit recordsNo
Delete recordsNo
Add commentsNo

Custom Permission Sets

Create custom permission sets tailored to your needs.
1

Open Share Modal

Click Share on your table
2

Go to Permissions

Click Manage Access then select Permissions tab
3

Add New Permission Set

Click Add New
4

Name the Permission Set

Enter a unique, descriptive name
5

Select Permissions

Check the permissions you want to include
6

Save

Click Save to create the custom permission set

Available Permissions

PermissionDescription
view_tableSee the table in table list
view_recordView record details
create_recordCreate new records
edit_recordModify existing records
delete_recordDelete records
delete_tablePermanently delete table
duplicate_tableCreate a copy of the table
rename_tableChange table display name
manage_table_columnAdd, edit, delete columns
manage_table_viewCreate and manage views
manage_table_automationConfigure automations
manage_sectionEdit record layout sections
update_table_aclModify sharing settings
add_commentAdd comments to records

Permission Dependencies

Some permissions automatically grant related permissions:
  • delete_record requires view_record
  • edit_record requires view_record
  • manage_table_column requires view_table
  • update_table_acl requires view_table
When you select a permission, its dependencies are automatically included.

Managing Access

Viewing Current Access

1

Open Share Modal

Click Share on your table
2

View Collaborators

The modal shows all current collaborators with their permission levels

Modifying Access

1

Open Manage Access

Click Share then Manage Access
2

Find Collaborator

Locate the user, team, or role you want to modify
3

Change Permission

Select a different permission set from the dropdown
4

Save

Click Save to apply changes

Removing Access

1

Open Manage Access

Click Share then Manage Access
2

Find Collaborator

Locate the user, team, or role to remove
3

Remove

Click the X or Remove button next to their name
4

Save

Click Save to confirm removal

Sharing Strategies

Share with teams representing departments:
  • Sales Team: Editor access to customer tables
  • Finance Team: Viewer access to financial tables
  • Operations Team: Creator access to operational tables
Share based on organizational roles:
  • Manager Role: Full access to team tables
  • Staff Role: Editor access for daily operations
  • Intern Role: Viewer access for learning
For project-specific tables:
  • Project leads: Creator permissions
  • Team members: Editor permissions
  • Stakeholders: Viewer permissions
For tables shared with external parties:
  • Create a custom “External Viewer” permission
  • Grant only view_table and view_record
  • Optionally enable add_comment for feedback

For AI Agents

API: Get Table ACL

GET /zorp-tables-service/table/:tableType/table-acl
Authorization: Bearer {secretKey}
Response:
{
  "code": "200",
  "data": {
    "permissions": [
      {
        "permissionId": "perm_creator",
        "permissionSetName": "Creator",
        "isEditable": false,
        "permissions": {
          "view_table": true,
          "view_record": true,
          "create_record": true,
          "edit_record": true,
          "delete_record": true,
          "delete_table": true,
          "duplicate_table": true,
          "rename_table": true,
          "manage_table_column": true,
          "manage_table_view": true,
          "manage_table_automation": true,
          "manage_section": true,
          "update_table_acl": true,
          "add_comment": true
        },
        "or": {
          "roleIds": [],
          "teamIds": [],
          "userIds": ["user_123"]
        }
      }
    ]
  }
}

API: Update Table ACL

PUT /zorp-tables-service/table/table-acl
Authorization: Bearer {secretKey}
Content-Type: application/json

{
  "tableType": "my_table",
  "permissions": [
    {
      "permissionSetName": "Creator",
      "or": {
        "userIds": ["user_123"],
        "teamIds": [],
        "roleIds": []
      }
    },
    {
      "permissionSetName": "Editor",
      "or": {
        "userIds": [],
        "teamIds": ["team_456"],
        "roleIds": []
      }
    },
    {
      "permissionSetName": "Viewer",
      "or": {
        "userIds": [],
        "teamIds": [],
        "roleIds": ["role_789"]
      }
    }
  ]
}

Permission Structure

interface Permission {
  permissionId: string;
  permissionSetName: string;
  isEditable: boolean;
  permissions: {
    view_table: boolean;
    view_record: boolean;
    create_record: boolean;
    edit_record: boolean;
    delete_record: boolean;
    delete_table: boolean;
    duplicate_table: boolean;
    rename_table: boolean;
    manage_table_column: boolean;
    manage_table_view: boolean;
    manage_table_automation: boolean;
    manage_section: boolean;
    update_table_acl: boolean;
    add_comment: boolean;
  };
  or: {
    roleIds: string[];
    teamIds: string[];
    userIds: string[];
  };
  and: {
    roleIds: string[];
    teamIds: string[];
    userIds: string[];
  };
}

Access Logic

  • OR condition: User matches ANY of the specified users, teams, or roles
  • AND condition: User must match ALL specified criteria (advanced use)

Creating Custom Permission Set

PUT /zorp-tables-service/table/table-acl
Authorization: Bearer {secretKey}
Content-Type: application/json

{
  "tableType": "my_table",
  "permissions": [
    {
      "permissionSetName": "Data Entry",
      "permissions": {
        "view_table": true,
        "view_record": true,
        "create_record": true,
        "edit_record": true,
        "delete_record": false,
        "delete_table": false,
        "duplicate_table": false,
        "rename_table": false,
        "manage_table_column": false,
        "manage_table_view": false,
        "manage_table_automation": false,
        "manage_section": false,
        "update_table_acl": false,
        "add_comment": true
      },
      "or": {
        "userIds": [],
        "teamIds": ["data_entry_team"],
        "roleIds": []
      }
    }
  ]
}

UI Elements

ElementLocationPurpose
Share ButtonTable headerOpens share modal
Share ModalModalAdd collaborators
Manage AccessShare modal tabView/modify access
Permissions TabManage AccessManage permission sets
Add New ButtonPermissions tabCreate custom set

Event Tracking

TablePermissionRsEvents.SHARE_RESOURCE_BUTTON_CLICKED
TablePermissionRsEvents.SHARE_RESOURCE_MODAL_OPEN
TablePermissionRsEvents.SHARE_RESOURCE_MODAL_CLOSE
TablePermissionRsEvents.SHARE_RESOURCE_ADD_USER
TablePermissionRsEvents.SHARE_RESOURCE_ADD_TEAM
TablePermissionRsEvents.SHARE_RESOURCE_ADD_ROLE
TablePermissionRsEvents.SHARE_RESOURCE_UPDATE_SUCCESS
TablePermissionRsEvents.SHARE_RESOURCE_UPDATE_FAILURE
TablePermissionRsEvents.MANAGE_PERMISSIONS_ADD_NEW
TablePermissionRsEvents.MANAGE_PERMISSIONS_UPDATE_SUCCESS