Documentation Access and permissions
Show each person only their own rows
Make a view filtered to the person reading it, share the view with a role instead of the table, and each member sees only the records that name them.
A sales rep sees their own deals, a tenant their own payments, a client their own orders. You do it with a view whose filter compares a person field with whoever is reading, shared with the role in place of the table.
The table needs a person field (a User field) that says whom each record belongs to, such as Account manager or Tenant. Created by works too: it names who added each record.
1. Make the view
- Create a view over the table, or open its definition with Edit Dynamic Table definition in the menu on its title (see Views).
- In Source records, choose Add a filter, pick the person field, and choose Me instead of a name. The condition now reads Current user: whoever opens the view.
- Under Included fields, leave out anything this audience should not see.
- Set Changes allowed to what they may do through the view. None makes it read-only.
- If they may add or edit records, decide on Keep rows inside the filter. On, an add or an edit that would fall outside the filter is rejected. Off, new rows are filled in to match the filter, and an edit can move a row out of the view (it stays in the table).
2. Share the view, not the table
- Open the view's Share sheet: Share view in the menu on its title.
- Choose Add access, then Role, and pick the role, such as Sales.
- Give it Viewer, or Editor if they should change their own records.
A role given the view reads only the view: its rows and its fields. It never reaches the table behind it, so nothing else in the table is sent to them.
The view narrows only what people reach through it. If the role, or a person in it, can also open the table itself (through a grant of their own, through User, or through Guest), they see every row there. Open the table's Share sheet and check who is on it.
What each person sees
Everyone who opens the view sees only the records whose person field names them, Super Admins included: a Super Admin who opens the view sees their own records, and sees everything in the table itself. A record whose person field is empty shows to nobody through the view.
The same Me choice exists on a page's person filter, so a dashboard can open on each reader's own numbers (see Pages).
For a worked example where each rep sees only their own statement, read How to calculate tiered commission.
Last updated 29 October 2026