Assigning App Paths Based on User Role

Hi all,

A user recently asked me how to assign different app paths based on user role. For example, less experienced operators should go through more in-depth instructions with checkboxes and more experienced users can bypass these steps. Here’s a breakdown:

Step 1

The way to differentiate your users will be through the role field in the users table. If you are logged in as an account owner, you can access the users table. Go to Account Settings > Users to define the roles for each user.

Step 2

You can also add custom fields to the users table by going to Workspace Settings > Users > Custom Fields.

Step 3

In your app, you can now use these fields to determine what path of the app the user should take, whether that be to go to different steps or different apps.