Security Features
Setting up users, roles, privileges and related considerations
Tag: Software Architect
Guide 1 - Build a CRM
Building a number of applications to form a CRM system
Security and Compliance
Security features - users, roles and privileges. Policies and procedures
Users
Adding, viewing and removing users
Artificial Intelligence (AI)
How AI and No Code work together in Agilebase
Community Users
Allowing access to people outside the organisation
Policies
Policies and further information
Roles
Organising users into groups for better management
Privileges
The different types of privilege and how they can be assigned
Exporting
Allowing users to export data to spreadsheet
Reporting
Viewing, querying and reporting on log data
Usage Monitoring
Viewing usage statistics relating to users, tables and views
Software Architect
Building, assembling and managing the whole system
Logging in from an app
Validating logins from a third party app
Hierarchy Navigation
Customising how the user navigates an application
Sensitive data
Options relevant to storing commerically sensitive or personal data
Changing Field Types
How to change a field from one type to another
Data Integrity Checks
Enforcing the correctness of data entered into the system
Options
Options which alter table behaviour
Workflow
Running a workflow whenever a record is added
Calculation Examples
Some examples of useful calculations for each type of field (text, number etc.)
Roles and Privileges
Assigning table privileges
Usage
Shows which users are viewing data from this table
Testing
Using a test server to dry-run integrations
External Reporting
Sending data to an external tool via a database link
Advanced Usage
Resources typically useful in the later stages of development
Tips and Tricks
Some interesting solutions for common problems encountered when building apps with Agilebase
Company Settings
These settings apply to the whole Agilebase account
Send Data to a third party via API
Each workflow can perform a single specific action
Build Patterns
Common patterns, or recipes for accomplishing useful tasks
Performance Optimisation
Working with big data and complex views
PUSH API worked example - Zapier
A worked example to send Agilebase data to a third party text messaging service using Zapier
Complete API worked example
A more complex API example showing a real world integration consisting of multiple steps
Comments integration
Allows comments posted in Agilebase to be shared as Slack/Teams/Google etc. notifications
Authenticating users via the API
Logging in as a user
Creating user accounts with the API
Creating a user account in a multi-tenanted system with an API request