Video library
Access control9:40

Facility access groups

Create scoped client or facility access without exposing sensitive admin settings.

Operational question

How can a facility manage its own shifts without seeing restricted account data?

Before Teambridge

Facility users need to post and manage shifts, but owner-level access would expose configuration, users, and unrelated locations.

After setup

The facility access group gets web access, scoped workspace visibility, collection permissions, field-level controls, and location-based data filters.

Setup you should understand

  • A facility access group
  • Access Management settings
  • Workspace visibility for Schedule and Shifts
  • Data filters based on associated locations
  • Field-level permissions for Locations, Users, and Shifts

What to watch for

  • Access Management controls broad app access
  • Workspace settings decide visible pages
  • Data filters limit records
  • Column permissions limit sensitive fields
  • Testing with a real facility user is required

Video takeaways

The main ideas to retain after watching

  • Create facility access group
  • Limit workspaces
  • Scope collections
  • Test client view

Related concepts

Access groupsWorkspacesCollection permissionsSchema permissions