How to configure granular access to database entries?

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1

Hello everyone,

I’m centralizing all of my company’s financial transactions into a single database in Fibery to create centralized dashboards.

I have two main databases:

  1. Transactions: Contains all individual financial entries.

  2. Projects: Contains a list of our company’s projects.

Each transaction is linked to a specific project via a relation.

My goal is to set up granular access control so that users can only see transactions belonging to the projects they are explicitly given access to.

For example:

  • Project A: Only my partner and I should be able to see its associated transactions.

  • Project B: My partner, myself, and one other specific user should be able to see its associated transactions.

Is it possible to configure this in Fibery? My assumption is that I should be managing permissions on the Project entity itself, and that access would then cascade down to the linked Transaction records. Is this the correct approach?

Thank you for your help!

2

Exactly!

The best is to combine Access Templates and Automatic Sharing with People Field.

You make a new People Field in the project database, go to sharing, and turn on Automatically Share. Then you also need to extend access to the related fields. (there’s a little button when configuring the automatic sharing).

But note that you also need to make sure that these people do not have general access to the database… If they have view access to the space, they also have view access to the data. You might need to make one space for views and one space for data, then share database one by one instead of the whole space.

Permissions is a bit complex to get your head around in Fibery, but once you get it you understand how powerful it is. If anything here is unclear or you get stuck lmk!!

Good luck!