🔐 Manage Custom Object Roles and Permissions

To secure your business data and regulate your collaborators' work, Webmecanik Automation offers fine-grained access rights management dedicated to Custom Objects. This allows you to precisely define who can view, create, modify, or delete objects, fields, and items.

📍 Accessing the permissions configuration

1. Click the gear icon in the upper-right corner of your interface.

2. In the dropdown menu under the User Management section, click Roles.

3. Click an existing role to edit it or click the New button to create a custom permissions profile.

4. Open the Permissions tab.

5. In the left column, click the Custom Object Permissions category.

⚙️ Configurable permission levels

Access rights management is organized around three complementary scopes:

• Custom fields: Determine who has permission to configure the list of fields associated with your objects (field creation, modification of data types, dropdown list options).

• Custom objects: Control the structural administration of your objects (creating a new object, modifying its aliases, publishing, or deleting the model).

• Custom items per object (e.g., Products, Shops...): As soon as you create a new custom object, a specific section appears to manage access rights for the actual records created daily within that object.

  

🛡️ Details of granular access rights

For each level, you have checkboxes that allow you to adjust the level of autonomy granted to users assigned to the role:

• View: Check View your own to restrict visibility to records owned by the user, or View others to allow them to view items belonging to the entire team.

• Modification: Check Modify your own and/or Edit others to authorize updating values.

• Creation: Check Create to authorize adding new entries.

• Deletion: Check Delete your own or Delete others to authorize removing records.

• Publication: Check Publish your own or Publish others to allow items to be activated or published.

• Full access: Check the Full box to automatically grant all privileges for the targeted section.

Remember to click Save and close in the upper-right corner to immediately apply your access restrictions to all users assigned to this role.