Organization membership
Manage who belongs to the organization and can access its workspace.
A shared workspace with clear access
Give each teammate the access their work requires
Invite organization members, manage roles and table permissions, and coordinate around shared records. Keep access decisions understandable as your team grows.
- Organization membership
- Table-level access
- Clear work ownership
Team and permissions screenshot
Show the organization member list and table permission matrix.
How it works
Set up access around real responsibilities
Give teammates access to the workspace and tables they need, then keep ownership and updates visible.
- 01
Add organization members
Invite the people who need to work in the organization.
- 02
Choose the appropriate role
Use organization roles to distinguish administrators from members.
- 03
Set table permissions
Configure table-level read, create, update, and delete capabilities for each person.
- 04
Coordinate in shared records
Work from the same table data, review updates, and use assignment and notification workflows to make handoffs visible.
What you can do
Collaboration with access controls
Keep the workspace shared while making each user’s permissions explicit.
Role management
Separate organization administration from day-to-day table use.
Table-level permissions
Control read, create, update, and delete access for each table.
Visible handoffs
Use person fields, automation assignments, approvals, and notifications to make ownership easier to follow.
A practical example
Example: give teams role-appropriate access
A project coordinator can be granted access to create and update project records, while other team members receive access appropriate to their responsibilities. The organization administrator can review table permissions when responsibilities change.
Team collaboration
Example workflow
- 1Add organization membersInvite the people who need to work in the organization.
- 2Choose the appropriate roleUse organization roles to distinguish administrators from members.
- 3Set table permissionsConfigure table-level read, create, update, and delete capabilities for each person.
Common questions
What to know before you get started
Can I set permissions per table?
Yes. The user-management area supports table-level read, create, update, and delete permissions.
Do users need to belong to the organization?
Yes. Organization membership is the basis for granting access to its workspace and data.
Does this page claim field-level permissions?
No. The current public description focuses on organization roles and table-level permissions.
Explore related features
Automations
Create automations for a selected organization and table. Choose when a workflow starts, add record conditions, and configure an action such as an in-app notification, email, field update, assignment, or approval request.
Explore featureSmart tables
Create a flexible no-code workspace with custom field types, connected records, formulas, filters, and spreadsheet imports. Organize business data around the way your team works.
Explore featurePublic sharing
Create a public link for selected table rows and columns. Set when the link expires, make it one-time, and choose whether recipients can download an Excel file or print the shared view.
Explore featureSee it with your workflow
Start with one process. Build from there.
Try DataGridly with your own records or book a walkthrough focused on the way your team works.