Inviting users
You can invite other users to Skippet to collaborate with you or share your data with them. The use cases for this are endless but include:
share a Skippet workspace with your colleagues
inviting clients to view their data in Skippet
collaborating with a contractor on a project
Users table
Your users are listed in the Users table. The Users table by default includes fields for their name, contact (for example, email address), and their role.
Roles
Owners
Can access the Users table
Can access all views independently from the permissions (they can not be restricted from seeing any data since they can access the settings of any view)
Can create views everywhere
Recommendation: in small teams where data sharing is common, it’s practical for all users to be owners. However, if data sensitivity is a concern, only the role of users who have access to the sensitive data should be set to Owner.
Makers
Cannot access the Users table
Cannot access views that they do not have permission to
Can only create views nested within pages that they have access to
Recommendation: assign the Maker role to users who need the ability to create and edit views but should have access to all the data in your workspace. In larger workspaces that handle confidential data, the majority of users should be makers while a few ones would be owners.
Users
Cannot access the Users table
Cannot access views that they do not have permission to
Cannot access the settings bar of views and thus can not edit their settings; their actions and the items that they can see in a view can be restricted
Cannot create views anywhere
Recommendation: the User role is preferred for individuals outside your organization, such as clients, partners, or contractors, as well as for employees within a larger company dealing with sensitive data.
Inviting users
You can invite a user by adding a new item to the Users table and filling out the Name, Contact, and Role fields. The user will then receive an invitation to your workspace.
If they do not yet have a Skippet account, then they will be directed to create one.
What’s next?
Formulas are at the very core of Skippet. You can use them to:
set view filters and sorts
compute and output data in formula fields
aggregate and output data in aggregation fields
set permission rules
define automations
and much more