stepbase

Access & Permissions

Two gates: which apps somebody can open, and what they see inside one.

App roles

RoleCanCannot
ViewerOpen the app, read what policies allowEdit rows, submit through app actions, change anything
MemberEverything a viewer can, plus create and edit rows and use the FormsChange the app's tables, pages or Flows
BuilderEverything, including the app's definitionReach an app they have no grant on

Grants go to a person or to a team. Workspace admins are implicitly builders on every app and see every app — which is the one bypass, and it is deliberate.

Policies inside an app

The app grant is the outer gate, so the safe default inside is full access. A narrower policy is something you choose.

  • A row policy is an expression over the viewer — "owner is me" — and hides rows that do not match.
  • A column policy hides or read-onlys a field for the people it names.
  • Bypass is app-scoped: the people with definition authority over a table are the builders of the app that owns it, plus workspace admins. There is no workspace-wide bit that unlocks another department's data.
  • Machine-owned columns refuse direct writes from anybody, because the process owns them.

Preview as somebody else

Before handing an app over, preview it as a viewer or a member. You see exactly what they will — including the empty grid a policy you forgot about would leave them with. Preview is clamped to what you are yourself authorised on.

People outside the workspace

Nobody outside your company gets a login. There are exactly three things they can do, each on a link:

  • Open a published page — read-only, workspace-branded, and only if nothing on it needs a viewer.
  • Submit a public Form, anonymously or with an email challenge, rate limited, with uploads.
  • Action a Step assigned to their email address, from a link in the notification, attributed to them.
Important: A public page cannot be written to. There is nobody to attribute a write to, so the way a visitor gives you something is always a Form.
Next: Public Pages & Branding