Permissions & actions
In Pantarey you control per data schema who can do what – and you can run targeted actions on records when needed.
Manage permissions
Each schema has its own “Permissions” tab. Use it to control access to records.
Permission types
| Action | Description |
|---|---|
| Read | View records. |
| Edit | Modify existing records. |
| Create | Add new records. |
| Delete | Remove records permanently. |
Define access
- Assign permissions to individual users or entire groups.
- Processes have full access by default so they can read and write automatically.
🔐 Permissions apply in the UI as well as in processes and forms.
Define actions
The “Actions” tab offers tools to update all records at once – for example after you change a schema.
Example
- You adjust the document name pattern.
- Use the “Regenerate all titles” action to update every record.
Future capabilities
- Bulk edits.
- Actions based on specific filters.
- Automated migrations of legacy values.
✨ These functions are especially helpful after major schema changes.
The next chapter explains how to export and import your data models.