Files
twenty/packages/twenty-docs/user-guide/permissions-access/how-tos/permissions-faq.mdx
T
StephanieJoly4 183d034716 User guide structure update (#16705)
Reorganizing by Feature sections

Capabilities folders to give an overview of each feature

How-Tos folders to give guidance for advanced customizations

Reorganized the Developers section as well, moving the API sub section
there

added some new visuals and videos to illustrate the How-Tos articles

checked the typos, the links and added a section at the end of the
doc.json file to redirect existing links to the new ones (SEO purpose +
continuity of the user experience)

What I have not updated is the "l" folder that, per my understanding,
contains the translation of the User Guide - that I only edited in
English

<!-- CURSOR_SUMMARY -->
---

> [!NOTE]
> <sup>[Cursor Bugbot](https://cursor.com/dashboard?tab=bugbot) is
generating a summary for commit
5301502a32856e5b45d7ef30253fa7db6dc55233. Configure
[here](https://cursor.com/dashboard?tab=bugbot).</sup>
<!-- /CURSOR_SUMMARY -->

---------

Co-authored-by: cubic-dev-ai[bot] <191113872+cubic-dev-ai[bot]@users.noreply.github.com>
Co-authored-by: github-actions <github-actions@twenty.com>
Co-authored-by: Abdul Rahman <ar5438376@gmail.com>
Co-authored-by: Félix Malfait <felix.malfait@gmail.com>
2025-12-22 09:07:06 +01:00

122 lines
4.4 KiB
Plaintext

---
title: Permissions FAQ
description: Frequently asked questions about roles and permissions.
---
## Roles
<AccordionGroup>
<Accordion title="What roles come with Twenty by default?">
Twenty comes with an **Admin** and **Member** roles by default. You can create additional custom roles based on your team's needs (e.g., Sales Rep, Manager, Read-Only User).
</Accordion>
<Accordion title="Can I delete the Admin role?">
No, the Admin role cannot be deleted. There must always be at least one member assigned to the Admin role.
</Accordion>
<Accordion title="What happens when I delete a role?">
Any workspace member assigned to that role will be automatically reassigned to the default role.
</Accordion>
<Accordion title="How do I set a default role for new members?">
Go to **Settings → Roles**, find the **Default Role** option, and select which role new members should automatically receive when they join.
</Accordion>
<Accordion title="Can I assign multiple roles to one user?">
No, each user can only have one role at a time. Create a custom role if you need a combination of permissions.
</Accordion>
</AccordionGroup>
## Permissions
<AccordionGroup>
<Accordion title="What's the difference between object and field permissions?">
- **Object permissions**: Control access to entire records (e.g., can see/edit/delete People records)
- **Field permissions**: Control access to specific fields within an object (e.g., can see but not edit the Salary field)
Field permissions allow more granular control over sensitive data.
</Accordion>
<Accordion title="How do permission overrides work?">
Permissions cascade from global to specific:
1. **All Objects** sets the baseline for all objects
2. **Object-Level Permissions** can override the global setting for specific objects
3. **Field-Level Permissions** can override the object setting for specific fields
More specific settings always take precedence.
</Accordion>
<Accordion title="What do the different permission levels mean?">
For objects:
- **See Records**: View records in lists and detail pages
- **Edit Records**: Modify existing records
- **Delete Records**: Soft-delete records (can be restored)
- **Destroy Records**: Permanently delete records
For fields:
- **See Field**: View the field value
- **Edit Field**: Modify the field value
- **No Access**: Field is completely hidden
</Accordion>
<Accordion title="Can I restrict access to specific records (row-level permissions)?">
Row-level permissions will be available on the **Organization** plan by Q1 2026. This allows you to restrict access to specific records based on criteria (e.g., only see your own opportunities).
</Accordion>
<Accordion title="How do I make a field read-only for certain users?">
1. Go to **Settings → Roles**
2. Select the role
3. Navigate to the object containing the field
4. Set the field permission to **See Field** (without Edit Field)
</Accordion>
</AccordionGroup>
## Settings & Actions
<AccordionGroup>
<Accordion title="What settings permissions are available?">
You can control access to:
- API key generation
- Workspace preferences
- Role assignment
- Data model configuration
- Security settings
- Workflow management
Use **Settings All Access** to grant full access, or enable specific permissions.
</Accordion>
<Accordion title="What action permissions are available?">
You can control:
- **Send Email**: Ability to send emails from Twenty
- **Import CSV**: Ability to import data via CSV
- **Export CSV**: Ability to export data to CSV
Use **Application All Access** to grant all actions, or enable specific ones.
</Accordion>
</AccordionGroup>
## SSO
<AccordionGroup>
<Accordion title="Is SSO available on all plans?">
No, SSO is a Premium feature available on the **Organization** plan only.
</Accordion>
<Accordion title="Which identity providers are supported?">
Twenty supports:
- **SAML 2.0** (works with most enterprise identity providers)
- **Google Workspace**
- **Microsoft Entra ID** (formerly Azure AD)
</Accordion>
<Accordion title="What is Just-in-Time (JIT) provisioning?">
With JIT provisioning, user accounts are automatically created in Twenty when someone logs in via SSO for the first time. They're assigned the default role automatically.
</Accordion>
<Accordion title="Can I require SSO for all users?">
Yes, once SSO is configured, you can disable password login for SSO users to enforce authentication through your identity provider.
</Accordion>
</AccordionGroup>