I had a little bit of time to try out the access templates with a guest user. The goal was to simulate what it could look like if we would invite a client.
This is the access template. There are many more relations from each database but this is what we want the client to see and have access to.
Within a Project, the guest user can see Tasks and Meetings (the way it was setup) and none of the other entities within Occupancies, Time Logs or Teams. This is fine.
What I did expect (or want to happen) is that the user interface groups would be hidden in the user interface. The reason being that we could have relation names that we don’t want to have exposed. It would also create an overall less cluttered experience.
Overall it looks and feels promising! I like the granular control that you get and that you can easily add related databases to manage everything from one template. I was reminded again that it would be nice to use Roles to give access to many users at the same time, e.g. all users with the role of Employee should be able to see this Management-team meeting och a specific Issue that the Management team wants input on (viewing and commenting).
I’m going to try other use cases whenever I get the time again!