Workspace and Ui Builder

Kanimitha S
Tera Expert

Hi,

I have created a workspace with the help of UI Builder, but I forget to add roles. For some of the roles like admin only can see the data remaining can't see. Now, I need to add roles so that user can see the data. Please, help me to find the answer for this question.

KanimithaS_0-1726512943201.png

For some of the roles, it is showing like this. So help to how to add roles for workspace, so that users can see the data.

 

6 ACCEPTED SOLUTIONS

Ravi Peddineni
Kilo Sage

@Kanimitha S 

 

Did you also verify if they have the table access in the backend?

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Kanimitha S
Tera Expert

No, I didn't verify. How to check that.

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@Kanimitha S 

 

Impersonate the person and go the table in the full-filler view. If they can see the data,  they have the roles. 
Now, you need to add roles to the UI builder pages and workspace. Open the workspace in UI builder and you’ll find the button to edit the settings.

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Hi @Suzanne H @Gangadhar Ravi @Ravi Peddineni ,

 

KanimithaS_0-1726655007540.png

 I am asking about this one. How to edit and add roles after creating workspace in UI Builder

 

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Dibyaratnam
Tera Sage

For some of the roles, it's showing like the picture you have shared, that means the user has the access to the workspace but not to the reports that you have created. so for that you have to give report_view access to the user by configuring the ACL. once done you should be good.

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AmmalMalik
Tera Expert

Open associated ACL from UI builder and modify your ACL by adding required role.

AmmalMalik_1-1726683334123.pngAmmalMalik_2-1726683360700.pngAmmalMalik_3-1726683386609.png

 

 

 

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14 REPLIES 14

Ravi Peddineni
Kilo Sage

@Kanimitha S 

 

Did you also verify if they have the table access in the backend?

Kanimitha S
Tera Expert

No, I didn't verify. How to check that.

@Kanimitha S 

 

Impersonate the person and go the table in the full-filler view. If they can see the data,  they have the roles. 
Now, you need to add roles to the UI builder pages and workspace. Open the workspace in UI builder and you’ll find the button to edit the settings.

Hi @Ravi Peddineni , yeah the user doesn't have table. So She can't see the data. No I need to give access to some other roles also. But I can't edit it.

 

KanimithaS_0-1726570984444.png

 

KanimithaS_1-1726571032938.png