Regular and Lite Users

In Fusioo there are two types of Users, Regular Users and Lite Users.

• Regular Users - These Users are allowed to update and create new Fusioo records. Typical Regular Users include team members and external collaborators.

• Lite Users - These Users are not allowed to update and create new Fusioo records. However, they can access data that has been made available to their Role. Typical Lite Users include clients and independent contractors.

What is the difference between Regular and Lite Users?

The table below outlines the main differences between Regular and Lite Users:

Sharing records with Lite Users

Records are automatically shared with all Regular Users that have access to an App. However, Lite Users will not have access to any record you create unless you share the record with them.

Sharing a single record with a Lite User

A record can be shared with Lite Users and also with anyone who is not part of your workspace.

To share a record with a Lite User:

• 1. Click on the lock icon found on each record

  

   

• 2. Click on Share with Lite Users

  

• 3. Choose the Lite Users you want to share the record with

  

Automatically share related records

You can choose to automatically share any relationship Field in your App.

From the above example, all existing Events attended will be shared with the selected Lite Users. New Events added to the Speaker will also be shared automatically.

Sharing a record publicly

You can create a Shareable link to send to anyone outside your Fusioo workspace. Here's how:

• 1. Click on Shareable Link

  

• 2. Select the information that will be shared

  This can be done by creating a Share Record Form. If no Form is selected, all Fields will be shared.

  

• 3. Click on Share

  A link will be created that you can share with anyone. You can also pick a date for the link to be deleted automatically.

  

These two sharing options serve different purposes. The first is for inviting users to your workspace with read-only access to the records you share.

The second lets you share your record with anyone, even if they haven't been invited to your workspace.

Sharing multiple records with a Lite User

To share multiple records with a Lite User:

• 1. Select the records you want the Lite user to access

  

• 2. Similar to when sharing a single record, choose the Lite Users you want to share the records with.

  

  • Full access: All of the selected records are accessible to that user.

  • Partial access: Some of the selected records are accessible to that user.

  • No access: None of the selected records are accessible to that user.

Security FAQ: How do you find out which records are shared with a particular Lite User?

Dashboard real time filtering helps you find out which records are shared with a particular Lite User.

You can filter on the Lite User access option, as shown below: