7 - Create Roles
Last updated 6/05/2025
Roles and permissions help to keep your business information secure. This documentation is to explain how to create roles in Five and assign these roles to the users of your application.
The Member role will be created for the Book Club application. The Member role will have the Members Menu assigned, this means that a user assigned to the Member role will only have access to the menus under the Members Menu.
The Member role you create in Five will become available to select in the Book Club application on the Users form to assign to a user of the Book Club application.
Before we begin to make our first role in Five, lets take a look at some of the fields on the Roles form to help you understand how to use each field.
| Field | Description |
|---|---|
| Menu | Optional: Select a menu and the user logging in will only have access its sub-menus. |
| Security Table | Optional: Five will filter the data for the user logging in, so the user will only see their entities and not another user's entities. |
| User Table | Optional: This table can be mapped to a user either in a one-to-one or one-to-many relationship with the entities in the application by using the User Record field on the Users form in the application. |
| User Table Key Field | Optional: This table is used to map a user to an application's entity. |
| User Table Name Field | Optional: User friendly name to be used from the entity in the user table. |
Navigate to Roles
1. Click Setup in the menu.2. Click Roles in the sub-menu.
Figure 1 - Roles menu item
Add the Member Role
1. Click the Add Item button.2. Type Member in the Name field.
3. Click the lookup icon in the Menu field and select 200000MembersMenu (Members Menu).
4. Click the lookup icon in the Security Table field and select iUser.
5. Click the lookup icon in the User Table field and select iUser.
6. Click the lookup icon in the User Table Key Field field and select iUser.iUserKey.
7. Click the lookup icon in the User Table Name Field field and select iUser.FullName.
Figure 2 - Add Member role
8. Click the Create, Read, Update, and Delete checkboxes in the Default Table Permissions field.
info
Permissions set on the General page of the Roles form will default for all tables in your application, you can set permissions for each individual table on the Permissions page.
Figure 3 - Add permissions
9. Click the Save button in the form app bar.
Figure 4 - Save button