
Using the AI chat to set permissions
You don’t need to configure permissions manually. Just tell the AI chat how your app should work, in plain language, and it will set up the right security rules for you. This works both when you are first building your app and at any point later when your needs change. The AI chat understands the context of your app, so the rules it creates are tailored to your specific data and users. Here are some examples of prompts you can use:Setting your app’s visibility
App visibility controls who can access your app at all. This is separate from data permissions, which control what people can do once they are inside. Set your visibility before publishing so that only the right people can reach your app in the first place. To set your app’s visibility:- Click Dashboard in your app editor.
- Click Overview.
- Select an option from the App Visibility drop-down:
- Private: Only people you invite can access the app.
- Workspace: Anyone in your workspace can access the app.
- Public: Anyone with the link can access the app.
- (Optional) Select the Require login to access checkbox to require users to sign in before using your app.

Checking your app’s security
The security scan is the quickest way to check that your app is properly protected before you share it with others. The scan reviews your entire app and flags 3 types of issues: missing or incorrect data permissions, secrets exposed in your frontend code, and backend functions that do not verify who the user is. For each issue it finds, the scan explains what the problem is and gives you a recommended fix you can apply with a single click.Running a scan
- Click Dashboard in your app editor.
- Click Security.
- Click Run Security Scan.
- Review the issues listed under Issues details.
- Click Fix All to apply all recommended fixes at once, or expand an individual issue to fix it separately.

Understanding the scan results
RLS issues
These appear when an entity is missing permission rules or when users have more access than they should. Each issue shows the affected entity, a description of the problem, and a table of recommended rules. Click Fix All to apply the recommendations, or click into the entity to customize permissions manually.Exposed secrets
These appear when API keys, tokens, or other credentials are found in your frontend code. This is a security risk because anyone who can view your frontend code could access those credentials. To fix an exposed secret, remove it from your frontend code and move the logic to a backend function. Paste the issue into the AI chat in Discuss mode to get step-by-step instructions.Backend function issues
These appear when a backend function accepts sensitive data without verifying who the user is. For example, a function that returns account details based only on an email address in the request could expose another user’s information if someone changes that email. To fix it, add a check to confirm the user is signed in and that the request is for their own data. Use Discuss mode in the AI chat for guidance.Customizing permissions manually
If you want to review or fine-tune the permissions on a specific entity, you can do that from the entity’s page in your dashboard. Each entity has Permissions that opens a full view of the rules for that entity, broken down by action: Create, Read, Update, and Delete. This is optional. The AI chat sets up permissions automatically, and the security scan flags anything that needs attention. Manual customization is there when you need more precise control. To customize permissions for an entity:- Click Dashboard in your app editor.
- Under Data, click the entity you want to manage.
- Click Permissions in the top right.
- Select the action tab you want to configure: Create, Read, Update, or Delete.
- Choose a rule for each action:
- No restrictions: Anyone can perform this action.
- Creator only: Only the user who created a record can perform this action.
- Entity-user field comparison: Access is granted when a field in the record matches a property of the logged-in user.
- User property check: Access is granted to users with a specific property, such as a role of admin or manager.
- Click Save Rules.

Security examples by app type
Not sure how to set up security for your app? Use these common scenarios as a starting point. If you are unsure about your access settings, you can always ask the AI chat to review your setup and suggest the right rules for your app.Personal or family app (for example, a shared calendar or home task list)
Personal or family app (for example, a shared calendar or home task list)
Public site with a contact form (for example, a business or event landing page)
Public site with a contact form (for example, a business or event landing page)
- App visibility: Public.
- Require login: No, unless you want to protect specific pages.
- Permissions: For contact form submissions, restrict Read to admin or staff roles so only your team can view incoming messages.
Internal company dashboard (for example, HR or project tracking)
Internal company dashboard (for example, HR or project tracking)
- App visibility: Workspace.
- Require login: Yes.
- Permissions: Use role-based rules. Restrict Read, Update, and Delete on sensitive data to managers or specific roles. Use broader access for general content like announcements.
User portal (for example, a personal dashboard or account area)
User portal (for example, a personal dashboard or account area)
- App visibility: Public or Workspace, depending on whether you want open registration or workspace-only access.
- Require login: Yes.
- Permissions: Set Creator only on all user-specific entities so each person can only see and edit their own data.
Blog or public site with private editing
Blog or public site with private editing
- App visibility: Public.
- Require login: Required for the admin or editor section only.
- Permissions: Set Read to public so anyone can view content. Set Create, Update, and Delete to admin or editor roles only.
App for multiple groups (for example, a SaaS platform or school)
App for multiple groups (for example, a SaaS platform or school)
- App visibility: Workspace or Private, depending on your setup.
- Require login: Yes.
- Permissions: Use Entity-user field comparison to segment data by group, company, or department. Admins or managers in each group can access all data in their group, while regular users only see their own.
FAQs
Click a question below to learn more.How often should I run the security scan?
How often should I run the security scan?
Does the AI chat always set up permissions automatically?
Does the AI chat always set up permissions automatically?
Why isn't row-level security restricting access correctly?
Why isn't row-level security restricting access correctly?
Will changing permissions affect users already using my app?
Will changing permissions affect users already using my app?
Can I create more roles than just user and admin?
Can I create more roles than just user and admin?
Can I restrict access to specific fields in a record?
Can I restrict access to specific fields in a record?
How do I securely connect to third-party APIs?
How do I securely connect to third-party APIs?
Are my data tables encrypted?
Are my data tables encrypted?
Can I make private apps on the free plan?
Can I make private apps on the free plan?

