Sharing Tables

Overview

Table sharing in ERPLite allows you to collaborate securely by controlling who can access your tables and what actions they can perform. Share with specific users, entire teams, or roles.

Share by User

Grant access to specific individuals

Share by Team

Grant access to all team members

Share by Role

Grant access based on user roles

Open Share Modal

Click the Share button in the top right corner of your table

Add Collaborators

Search and select:

Users: Type user names or emails
Teams: Select from available teams
Roles: Select from defined roles

Assign Permissions

Choose a permission set for each collaborator:

Creator: Full access including delete
Editor: Create, edit, and view records
Commenter: View and comment only
Viewer: Read-only access
Custom: Create custom permission sets

Save

Click Save to apply the sharing settings

Default Permission Sets

ERPLite provides four built-in permission sets:

Creator

Full administrative access to the table.

Permission	Allowed
View table	Yes
View records	Yes
Create records	Yes
Edit records	Yes
Delete records	Yes
Delete table	Yes
Duplicate table	Yes
Rename table	Yes
Manage columns	Yes
Manage views	Yes
Manage automations	Yes
Manage sections	Yes
Share table (update ACL)	Yes
Add comments	Yes

Creator permissions cannot be modified. This is the only permission set with full table management rights.

Editor

Can work with data but cannot modify table structure.

Permission	Allowed
View table	Yes
View records	Yes
Create records	Yes
Edit records	Yes
Delete records	Yes
Delete table	No
Duplicate table	No
Manage columns	No
Manage views	Limited
Add comments	Yes

Commenter

Can view data and add comments.

Permission	Allowed
View table	Yes
View records	Yes
Create records	No
Edit records	No
Delete records	No
Add comments	Yes

Viewer

Read-only access.

Permission	Allowed
View table	Yes
View records	Yes
Create records	No
Edit records	No
Delete records	No
Add comments	No

Custom Permission Sets

Create custom permission sets tailored to your needs.

Open Share Modal

Click Share on your table

Go to Permissions

Click Manage Access then select Permissions tab

Add New Permission Set

Click Add New

Name the Permission Set

Enter a unique, descriptive name

Select Permissions

Check the permissions you want to include

Save

Click Save to create the custom permission set

Available Permissions

Permission	Description
`view_table`	See the table in table list
`view_record`	View record details
`create_record`	Create new records
`edit_record`	Modify existing records
`delete_record`	Delete records
`delete_table`	Permanently delete table
`duplicate_table`	Create a copy of the table
`rename_table`	Change table display name
`manage_table_column`	Add, edit, delete columns
`manage_table_view`	Create and manage views
`manage_table_automation`	Configure automations
`manage_section`	Edit record layout sections
`update_table_acl`	Modify sharing settings
`add_comment`	Add comments to records

Permission Dependencies

Some permissions automatically grant related permissions:

delete_record requires view_record
edit_record requires view_record
manage_table_column requires view_table
update_table_acl requires view_table

When you select a permission, its dependencies are automatically included.

Managing Access

Viewing Current Access

Open Share Modal

Click Share on your table

View Collaborators

The modal shows all current collaborators with their permission levels

Modifying Access

Open Manage Access

Click Share then Manage Access

Find Collaborator

Locate the user, team, or role you want to modify

Change Permission

Select a different permission set from the dropdown

Save

Click Save to apply changes

Removing Access

Open Manage Access

Click Share then Manage Access

Find Collaborator

Locate the user, team, or role to remove

Remove

Click the X or Remove button next to their name

Save

Click Save to confirm removal

Department-Based Access

Share with teams representing departments:

Sales Team: Editor access to customer tables
Finance Team: Viewer access to financial tables
Operations Team: Creator access to operational tables

Role-Based Access

Share based on organizational roles:

Manager Role: Full access to team tables
Staff Role: Editor access for daily operations
Intern Role: Viewer access for learning

Project-Based Access

For project-specific tables:

Project leads: Creator permissions
Team members: Editor permissions
Stakeholders: Viewer permissions

External Collaboration

For tables shared with external parties:

Create a custom “External Viewer” permission
Grant only view_table and view_record
Optionally enable add_comment for feedback

For AI Agents

API: Get Table ACL

GET /zorp-tables-service/table/:tableType/table-acl
Authorization: Bearer {secretKey}

Response:

{
  "code": "200",
  "data": {
    "permissions": [
      {
        "permissionId": "perm_creator",
        "permissionSetName": "Creator",
        "isEditable": false,
        "permissions": {
          "view_table": true,
          "view_record": true,
          "create_record": true,
          "edit_record": true,
          "delete_record": true,
          "delete_table": true,
          "duplicate_table": true,
          "rename_table": true,
          "manage_table_column": true,
          "manage_table_view": true,
          "manage_table_automation": true,
          "manage_section": true,
          "update_table_acl": true,
          "add_comment": true
        },
        "or": {
          "roleIds": [],
          "teamIds": [],
          "userIds": ["user_123"]
        }
      }
    ]
  }
}

API: Update Table ACL

PUT /zorp-tables-service/table/table-acl
Authorization: Bearer {secretKey}
Content-Type: application/json

{
  "tableType": "my_table",
  "permissions": [
    {
      "permissionSetName": "Creator",
      "or": {
        "userIds": ["user_123"],
        "teamIds": [],
        "roleIds": []
      }
    },
    {
      "permissionSetName": "Editor",
      "or": {
        "userIds": [],
        "teamIds": ["team_456"],
        "roleIds": []
      }
    },
    {
      "permissionSetName": "Viewer",
      "or": {
        "userIds": [],
        "teamIds": [],
        "roleIds": ["role_789"]
      }
    }
  ]
}

Permission Structure

interface Permission {
  permissionId: string;
  permissionSetName: string;
  isEditable: boolean;
  permissions: {
    view_table: boolean;
    view_record: boolean;
    create_record: boolean;
    edit_record: boolean;
    delete_record: boolean;
    delete_table: boolean;
    duplicate_table: boolean;
    rename_table: boolean;
    manage_table_column: boolean;
    manage_table_view: boolean;
    manage_table_automation: boolean;
    manage_section: boolean;
    update_table_acl: boolean;
    add_comment: boolean;
  };
  or: {
    roleIds: string[];
    teamIds: string[];
    userIds: string[];
  };
  and: {
    roleIds: string[];
    teamIds: string[];
    userIds: string[];
  };
}

Access Logic

OR condition: User matches ANY of the specified users, teams, or roles
AND condition: User must match ALL specified criteria (advanced use)

Creating Custom Permission Set

PUT /zorp-tables-service/table/table-acl
Authorization: Bearer {secretKey}
Content-Type: application/json

{
  "tableType": "my_table",
  "permissions": [
    {
      "permissionSetName": "Data Entry",
      "permissions": {
        "view_table": true,
        "view_record": true,
        "create_record": true,
        "edit_record": true,
        "delete_record": false,
        "delete_table": false,
        "duplicate_table": false,
        "rename_table": false,
        "manage_table_column": false,
        "manage_table_view": false,
        "manage_table_automation": false,
        "manage_section": false,
        "update_table_acl": false,
        "add_comment": true
      },
      "or": {
        "userIds": [],
        "teamIds": ["data_entry_team"],
        "roleIds": []
      }
    }
  ]
}

UI Elements

Element	Location	Purpose
Share Button	Table header	Opens share modal
Share Modal	Modal	Add collaborators
Manage Access	Share modal tab	View/modify access
Permissions Tab	Manage Access	Manage permission sets
Add New Button	Permissions tab	Create custom set

Event Tracking

TablePermissionRsEvents.SHARE_RESOURCE_BUTTON_CLICKED
TablePermissionRsEvents.SHARE_RESOURCE_MODAL_OPEN
TablePermissionRsEvents.SHARE_RESOURCE_MODAL_CLOSE
TablePermissionRsEvents.SHARE_RESOURCE_ADD_USER
TablePermissionRsEvents.SHARE_RESOURCE_ADD_TEAM
TablePermissionRsEvents.SHARE_RESOURCE_ADD_ROLE
TablePermissionRsEvents.SHARE_RESOURCE_UPDATE_SUCCESS
TablePermissionRsEvents.SHARE_RESOURCE_UPDATE_FAILURE
TablePermissionRsEvents.MANAGE_PERMISSIONS_ADD_NEW
TablePermissionRsEvents.MANAGE_PERMISSIONS_UPDATE_SUCCESS

Getting Started

Working with Data

Access Control

Automations

Overview

Share by User

Share by Team

Share by Role

Default Permission Sets

Creator

Editor

Commenter

Viewer

Custom Permission Sets

Available Permissions

Permission Dependencies

Managing Access

Viewing Current Access

Modifying Access

Removing Access

For AI Agents

API: Get Table ACL

API: Update Table ACL

Permission Structure

Access Logic

Creating Custom Permission Set

UI Elements

Event Tracking

Getting Started

Working with Data

Access Control

Automations

​Overview

Share by User

Share by Team

Share by Role

​Sharing a Table

​Default Permission Sets

​Creator

​Editor

​Commenter

​Viewer

​Custom Permission Sets

​Available Permissions

​Permission Dependencies

​Managing Access

​Viewing Current Access

​Modifying Access

​Removing Access

​Sharing Strategies

​For AI Agents

​API: Get Table ACL

​API: Update Table ACL

​Permission Structure

​Access Logic

​Creating Custom Permission Set

​UI Elements

​Event Tracking

Overview

Sharing a Table

Default Permission Sets

Creator

Editor

Commenter

Viewer

Custom Permission Sets

Available Permissions

Permission Dependencies

Managing Access

Viewing Current Access

Modifying Access

Removing Access

Sharing Strategies

For AI Agents

API: Get Table ACL

API: Update Table ACL

Permission Structure

Access Logic

Creating Custom Permission Set

UI Elements

Event Tracking