Managing Members Permissions in Table

Table Admin can efficiently manage access by inviting members, adjusting roles, tracking member activity, and revoking permissions when necessary.

Inviting New Members

To add a new member to a table, follow these steps:

1. Within the application, hover over the table name.
   

2. Click the ellipsis (**…**) icon
   

3. Select **"Permissions"** from the drop-down list. This will open the permissions management panel for the table.
   

4. Click "Add Members"**,** **Ensure that the user has already been invited to the workspace before adding them to a specific table.**
   

5. From the drop-down list, choose the member you want to invite.
   

6. By default, members are added as **Viewers**. To change their role, click on the role name and select the appropriate permission level from the drop-down list.
   

7. **Confirm the Assignment:** The selected user will now have the assigned role within the table.
   

⚠️ Users must be invited to the workspace before they can be assigned a role to a table.

Modifying an Existing Member's Role

To change a member’s role within a table:

1. Within the application, hover over the **table** name.
   

2. click the ellipsis (**…**) icon.
   

3. select **"Permissions"** from the drop-down list.
   

4. Find the **Member** whose **role** you want to modify.
   

5. Click on their current **role.**
   

6. select a new Role level from the drop-down list. For detailed information about **roles** levels, click [here](https://docs.datalexing.sa/en/articles/10436499-role-levels-and-permissions#h_48ab7f0aeb).
   

7. The updated **role** will take effect immediately.
   

Searching for Members by Name

To quickly locate a specific member within a table:

1. Within the application, hover over the **table** name.
   

2. click the ellipsis (**…**) icon.
   

3. select **"Permissions"** from the drop-down list.
   

4. Use the **Search Bar,** Under the **Members** tab.
   

5. enter the **Member's** name in the search field.
   

Filtering Members by Role

To filter table members based on their assigned roles:

1. Within the application, hover over the **table** name
   

2. click the **ellipsis (…)** icon
   

3. select **"Permissions"** from the list.
   

4. Click **"All Roles”,** Under the **Permissions** tab.
   

5. Choose the **role** you want to filter by.
   

Removing a member from a Table

If a member needs to be removed from a table:

1. Within the application, hover over the **table** name
   

2. click the **ellipsis (…)** icon
   

3. select **"Permissions"** from the list.
   

4. Locate the **member** in the **member** list.
   

5. Scroll to the end of the **table** and click the **trash icon** next to their name.
   

6. A warning message will appear—click **"Delete"** to finalize the removal.
   

⚠️ Removing a user from a table will revoke their access to that specific table. Their permissions will revert to their workspace-level or team-level role if applicable. To learn more about **Permission Hierarchy, click **here.

Managing Teams Permissions in Table

Inviting New Teams

To add a new team to a table, follow these steps:

1. Within the application, hover over the **table** name.
   

2. Click the ellipsis (**…**) icon
   

3. select **"Permissions"** from the drop-down list. This will open the permissions management panel for the **table**.
   

4. Click on **Teams** Tab
   

5. Click "**Add Team**"**,** **Ensure that the team has already been created in the workspace before adding them to a specific table.**
   

6. From the drop-down list, choose the **team** you want to **invite**.
   

7. By default, teams are added as **Viewers**. To change their **role**, click on the role name and select the appropriate permission level from the drop-down list.
   

8. The selected **team** will now have the assigned **role** within the **table**.
   

Teams must be created to the workspace before they can be assigned a role to a table. to learn how to create a team click here.

Modifying an Existing Team’s Role

To change a team’s role within a table:

1. Within the application, hover over the **table** name
   

2. click the ellipsis (**…**) icon
   

3. select **"Permissions"** from the drop-down list.
   

4. Click on **Teams** Tab
   

5. Find the **team** whose role you want to modify.
   

6. Click on their current **role** and select a new **Role** from the drop-down list. For detailed information about roles, click [here](https://docs.datalexing.sa/en/articles/10436499-role-levels-and-permissions#h_48ab7f0aeb).
   

7. The updated role will take effect immediately.
   

Searching for Teams by Name

To quickly locate a specific team within a table:

1. Within the application, hover over the **table** name
   

2. click the ellipsis (**…**) icon
   

3. select **"Permissions"** from the drop-down list.
   

4. Click on **Teams** Tab
   

5. **Use the Search Bar,** Under the **Teams** tab
   

6. write the **team’s** name in the **search field**.
   

Filtering Teams by Role

To filter table Teams based on their assigned roles:

1. Within the application, hover over the **table** name.
   

2. click the **ellipsis (…)** icon.
   

3. select **"Permissions"** from the list.
   

4. Click on **Teams** Tab.
   

5. Click **"All Roles”,** Under the **Permissions** tab.
   

6. Choose the **role** you want to **filter** by.
   

Removing a Team from a table

If a Team needs to be removed from a table:

1. Within the application, hover over the **table** name.
   

2. click the **ellipsis (…)** icon
   

3. select **"Permissions"** from the list.
   

4. Click on **Teams** Tab
   

5. Locate the Team in the Teams list.
   

6. Scroll to the end of the table and click the **trash icon** next to the team’s name.
   

7. A warning message will appear—click **"Delete"** to finalize the removal.
   

**⚠️ Removing a team from a table will revoke their access to that specific table. Their permissions will revert to their workspace-level or member-level role if applicable. To learn more about Permission Hierarchy, click **here.