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.| Permission | Allowed |
|---|---|
| View table | Yes |
| View records | Yes |
| Create records | Yes |
| Edit records | Yes |
| Delete records | Yes |
| Delete table | Yes |
| Duplicate table | Yes |
| Rename table | Yes |
| Manage columns | Yes |
| Manage views | Yes |
| Manage automations | Yes |
| Manage sections | Yes |
| Share table (update ACL) | Yes |
| Add comments | Yes |
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.| Permission | Allowed |
|---|---|
| View table | Yes |
| View records | Yes |
| Create records | Yes |
| Edit records | Yes |
| Delete records | Yes |
| Delete table | No |
| Duplicate table | No |
| Manage columns | No |
| Manage views | Limited |
| Add comments | Yes |
Commenter
Can view data and add comments.| Permission | Allowed |
|---|---|
| View table | Yes |
| View records | Yes |
| Create records | No |
| Edit records | No |
| Delete records | No |
| Add comments | Yes |
Viewer
Read-only access.| Permission | Allowed |
|---|---|
| View table | Yes |
| View records | Yes |
| Create records | No |
| Edit records | No |
| Delete records | No |
| Add comments | No |
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
| Permission | Description |
|---|---|
view_table | See the table in table list |
view_record | View record details |
create_record | Create new records |
edit_record | Modify existing records |
delete_record | Delete records |
delete_table | Permanently delete table |
duplicate_table | Create a copy of the table |
rename_table | Change table display name |
manage_table_column | Add, edit, delete columns |
manage_table_view | Create and manage views |
manage_table_automation | Configure automations |
manage_section | Edit record layout sections |
update_table_acl | Modify sharing settings |
add_comment | Add comments to records |
Permission Dependencies
Some permissions automatically grant related permissions:delete_recordrequiresview_recordedit_recordrequiresview_recordmanage_table_columnrequiresview_tableupdate_table_aclrequiresview_table
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
Department-Based Access
Department-Based Access
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
Role-Based Access
Role-Based Access
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
Project-Based Access
Project-Based Access
For project-specific tables:
- Project leads: Creator permissions
- Team members: Editor permissions
- Stakeholders: Viewer permissions
External Collaboration
External Collaboration
For tables shared with external parties:
- Create a custom “External Viewer” permission
- Grant only
view_tableandview_record - Optionally enable
add_commentfor feedback
For AI Agents
API: Get Table ACL
API: Update Table ACL
Permission Structure
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
UI Elements
| Element | Location | Purpose |
|---|---|---|
| Share Button | Table header | Opens share modal |
| Share Modal | Modal | Add collaborators |
| Manage Access | Share modal tab | View/modify access |
| Permissions Tab | Manage Access | Manage permission sets |
| Add New Button | Permissions tab | Create custom set |