Feature Update
Fine-tune data access with field-level permissions
11 Nov 2024
Fine-tune data access with field-level permissions
You can now set field-level permissions in Kinabase, giving you precise control over who can view or edit specific data.
Roles & Permissions
Stay in control of your data, easily give the right access to the right people
Keep your data secure and your team productive with powerful roles and permissions. Easily control who can access, edit and delete your data, and ensure your team has the right level of access to get their job done.
Roles and permissions enable you to control who has access to what, and what they can do.
Roles represent the different types of work people do in your business, and permissions define what they can do in Kinabase. Easily set up roles that align with your business job titles, and assign permissions to suit your business needs.
Use roles alongside workflows to ensure the right people play their part in your processes.
Stay in control, and ensure your data is secure and protected.
- Create roles that align with your business job titles
- Assign permissions, and gain clarity on who can do what
- Decide who has access to which collections
- Control who can view, edit, delete and export records
- Ensure your data is secure and your team is productive
Roles and permissions enable you to...
Control who has access
Quickly configure roles and permissions
Create roles that align with your business job titles, and assign permissions to suit your business needs.
Decide which roles have access to:
- View and edit collections and fields
- View, edit, delete records
- Import and export data
- View and edit tasks
- View and edit files
- View and edit activities
Right information, at the right stage
Integrate permissions into your existing workflows
Designed to work seamlessly with your existing workflows, permissions ensure the right people can play their part in your business processes.
You can:
- Control who can view and edit records at each stage of your workflow
- Set up rules, approvals, and signatures as part of your processes
- Ensure your team can only see their own records
- Ensure your managers have the access they need to make decisions
For example, you can specify that expenses can only be approved by a manager if it's within their approval limit, and can't be modified afterwards.
Data Security
Keep your information secure, and stay compliant
As an administrator, you can set up robust permissions, protecting access to sensitive information. Restrict who can import, export or delete data, and safeguard your data from unauthorised access.
With full audit-logging, you can monitor your team's usage of Kinabase and ensure your data is secure. Maintain the balance between control and operational flexibility, while remaining compliant with your industry's regulations, like GDPR, ISO 9001 and ISO 27001.
Cambridge Kinetics holds full Cyber Essentials Plus certification, and is BSI ISO 9001 certified.
View all updates
Latest updates from the Kinabase team
Feature Update
Add lookup fields to pull through related information
21 Oct 2024
Add lookup fields to pull through related information
Save time by adding columns from a related record, such as company address or account manager, without entering the data again.
Feature Update
Hide sensitive collections so only specific roles can view them
11 Sep 2024
Hide sensitive collections so only specific roles can view them
Kinabase now allows you to set the visibility of your collections, meaning only the relevant and authorised personnel can view them, boosting your security and safeguarding your data.