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1 | 1 | --- |
2 | 2 | title: 'Base collaboration' |
3 | | -description: 'Invite team members to work on a base' |
4 | | -tags: ['Bases', 'Collaboration', 'Members', 'Invite', 'Roles', 'Permissions'] |
5 | | -keywords: ['NocoDB base', 'base collaboration'] |
| 3 | +description: 'This article explains how to invite members or teams to your base, manage their roles, and remove them when needed.' |
| 4 | +tags: ['Collaboration', 'Bases', 'Members', 'Teams', 'Invite', 'Roles', 'Permissions'] |
| 5 | +keywords: ['Invite members', 'Invite teams', 'Member roles', 'Team roles', 'Base access', 'Displaying base members', 'Displaying base teams', 'Modifying roles', 'Removing members', 'Removing teams', 'Base collaboration', 'Base permissions'] |
6 | 6 | --- |
7 | 7 |
|
8 | | -In NocoDB, a member added to a workspace inherits their role-based permissions across all bases within that workspace. If you need to override a member’s permissions for a specific base, follow the steps below: |
| 8 | +<Callout type="info">A comprehensive guide regarding roles and permissions can be accessed [here](/docs/product-docs/roles-and-permissions)</Callout> |
9 | 9 |
|
| 10 | +<Callout type="info">Teams feature availability: **Business** plan onwards in cloud and On-premise **Enterprise** edition</Callout> |
10 | 11 |
|
11 | | -## Update members role in your base |
| 12 | +## Invite Members to Base |
12 | 13 |
|
13 | | -1. Access `Base Dashboard` from the left sidebar |
14 | | -2. Navigate to the `Members` tab. |
15 | | -3. Locate the user whose access you want to change. |
16 | | -4. Use the dropdown to assign a new role specific to this base. |
| 14 | +Base-level member management allows you to control granular access to specific bases within your workspace. You can invite individual members directly to a base with specific role assignments. |
17 | 15 |
|
18 | | - |
| 16 | +1. Navigate to the **Overview** > **Members** tab within your base. |
| 17 | +2. Click **Add Members**. |
| 18 | +3. Enter one or more email addresses (comma-separated). |
| 19 | +4. Select a role for the invited member(s) from the dropdown menu. |
| 20 | +5. Click **Invite to Base**. |
19 | 21 |
|
| 22 | +<Callout type="info">You can only assign roles that are at most equal to your own role on the base.</Callout> |
20 | 23 |
|
21 | | -<Callout type="info"> Any existing user can invite members to the base, but they can only assign roles that are equal to or lower than their own role. Only the base owner / creator can change the role of a base member.</Callout> |
| 24 | +<Callout type="info">You can invite multiple members simultaneously by entering their email addresses separated by commas.</Callout> |
22 | 25 |
|
23 | | -More details about roles & permissions can be found [here](/docs/product-docs/roles-and-permissions). |
| 26 | + |
| 27 | + |
24 | 28 |
|
25 | | -## Remove members from your base |
26 | | -1. Access `Base Dashboard` from the left sidebar |
27 | | -2. Navigate to the `Members` tab. |
28 | | -3. Locate the user to remove. |
29 | | -4. Set their role to No Access using the dropdown. |
| 29 | +Members added to a workspace inherit the role assigned at the workspace level, unless a specific role is configured at the base level. Alternatively, you can invite users directly to a base with restricted workspace access. This allows you to grant access to a single base without exposing other workspace data — ideal for collaborating with external partners, clients, or temporary contributors in a controlled manner. |
30 | 30 |
|
31 | | - |
32 | 31 |
|
33 | | -<Callout type="info">Removing a member from a base does not delete their account. They can still access other bases in the workspace, unless removed from the workspace entirely.</Callout> |
| 32 | +## Invite Teams to Base ☁ |
34 | 33 |
|
35 | | -## Direct base invite |
| 34 | +You can assign entire teams to a base for streamlined collaboration. Teams inherit the base-level role assigned to them, making it easier to manage access for department-wide or functional group permissions. |
36 | 35 |
|
37 | | -In addition to inviting workspace members to a base, you can invite users directly to a specific base (with restricted workspace access). This is useful when you want to grant someone access to only a single base without exposing the rest of the workspace. |
| 36 | +1. Navigate to the **Overview** > **Members** tab within your base. |
| 37 | +2. Click on the **Add Teams** button. |
| 38 | +3. From the dropdown, select one or multiple teams to add to the base. Teams already added to the base will be indicated as disabled in the dropdown. |
| 39 | +4. Choose the appropriate base-level role from the dropdown menu. Note that: |
| 40 | + - Similar to individual members, you can only assign roles that are at most equal to your own role on the base. |
| 41 | + - Teams can't be assigned the **Owner** role at the base level. |
| 42 | +5. Click on the **Add Teams** button to complete the process. |
38 | 43 |
|
39 | | -When a user is invited directly to a base: |
| 44 | +<Callout type="info">When a team is invited to the base, all users under that team inherit the assigned base-level role unless overridden by an individual explicit member role.</Callout> |
40 | 45 |
|
41 | | -* They are automatically added to the parent workspace with the **No Access** role. |
42 | | -* Their access is restricted exclusively to the base they were invited into. |
43 | | -* They will not be able to view or access any other bases, tables, or data within the same workspace. |
44 | | -* Their name will still appear in the workspace’s member list, but their visibility and access will be limited. |
| 46 | + |
| 47 | + |
45 | 48 |
|
46 | | -This approach is ideal for sharing specific projects with external collaborators, clients, or temporary contributors without compromising workspace-level visibility. |
| 49 | +To learn more about creating and managing teams, refer to the [Teams documentation](/docs/product-docs/collaboration/teams). |
| 50 | + |
| 51 | +Teams added to a workspace inherit the role assigned at the workspace level, unless a different role is configured at the base level. Alternatively, you can invite teams directly to a base with restricted workspace access. This allows team members to collaborate on a specific base without access to other workspace data — ideal for engaging external teams, partner organizations, or temporary project groups securely and efficiently. |
| 52 | + |
| 53 | +## List Base Members and Teams |
| 54 | + |
| 55 | +The `Members` tab displays all users and teams that have access to the base. |
| 56 | + |
| 57 | +- Individual members appear with their email addresses and assigned base role. |
| 58 | +- Teams are listed with their name, member count, and assigned base role. |
| 59 | + |
| 60 | + |
| 61 | + |
| 62 | +Inherited roles from workspace-level are displayed with `workspace` suffix to indicate their origin. |
| 63 | + |
| 64 | + |
| 65 | +## Modify Roles for Members or Teams |
| 66 | + |
| 67 | +Access permissions for both members and teams can be updated directly from the `Members` tab. |
| 68 | + |
| 69 | +1. Click on the role dropdown next to the member or team. |
| 70 | +2. Select a new role from the list of available options. |
| 71 | +3. The role change takes effect immediately. |
| 72 | + |
| 73 | + |
| 74 | + |
| 75 | +<Callout type="info">You can only assign roles that are at most equal to your own role on the base. Teams cannot be assigned the **Owner** role at the base level.</Callout> |
| 76 | + |
| 77 | +Learn more about [roles and permissions](/docs/product-docs/roles-and-permissions). |
| 78 | + |
| 79 | + |
| 80 | +## Role Precedence |
| 81 | + |
| 82 | +When a user has multiple role assignments through both team and individual access at the base level, NocoDB resolves the final permission using a clear precedence order. |
| 83 | + |
| 84 | +- Individual explicit role takes precedence over team-assigned role. |
| 85 | +- Base-level roles override workspace-level roles. |
| 86 | +- In case of multiple team roles, the **highest** permission applies. |
| 87 | + |
| 88 | +Learn more about [roles and permissions](/docs/product-docs/collaboration/teams#effective-role-resolution). |
| 89 | + |
| 90 | +## Remove or Revoke Base Access |
| 91 | +There are two ways to manage member or team access to a base: |
| 92 | + |
| 93 | +### Deny Access |
| 94 | +To prevent a user or team from accessing the base: |
| 95 | +- Click on the role dropdown next to the member or team entry. |
| 96 | +- Select `No Access` from the available roles. |
| 97 | + |
| 98 | +The member or team will be blocked from accessing this base, regardless of their workspace or team-level permissions. |
| 99 | + |
| 100 | +### Revoke Explicit Assignment |
| 101 | +To remove an explicit base-level role assignment and allow the user to inherit their workspace or team-level role: |
| 102 | +- Click on the role dropdown next to the member or team entry. |
| 103 | +- Select `Inherit` from the available roles. |
| 104 | + |
| 105 | +The member or team will now access the base based on their workspace-level or team-level permissions, rather than an explicit base-level assignment. |
| 106 | + |
| 107 | +<Callout type="info">Use **No Access** to explicitly block someone from a base. Use **Inherit** to remove the base-level assignment and fall back to workspace or team inheritance.</Callout> |
| 108 | + |
| 109 | +## Best Practice |
| 110 | + |
| 111 | +- Use base-level permissions to restrict access to sensitive data while maintaining broader workspace access. |
| 112 | +- Assign teams to bases for departments or functional groups to manage access efficiently without individual invitations. |
| 113 | +- Start by inviting teams to bases when possible, then add individual members for exceptions. |
| 114 | +- Regularly audit base member lists to ensure access remains appropriate as team compositions change. |
| 115 | + |
| 116 | +Learn more [here](/docs/product-docs/collaboration/teams#best-practices). |
47 | 117 |
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48 | 118 | --- |
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