10 docs tagged with "security"

How to say, once and on the table itself, that a portal visitor only sees their own company's records — instead of writing that filter into every Custom API.

How to install a Model-Driven App for the people who need it — choosing the roles it is for, checking who that actually reaches, and taking it back.

How a maker decides what a role may do, inside the solution that ships it — and to which records.

How a visitor sets up an authenticator app on your portal — one button you draw, and a panel the platform draws behind it.

How to add someone to a team in the Admin Control Center, why the team tables in an app are read-only, and why Assign is not how you do it.

How to move two-step sign-in to a new phone yourself, without ever turning it off — and what to do if the old phone and the recovery codes are both gone.

How a tenant administrator clears somebody's authenticator app when the phone is lost, so their next sign-in sets one up again.

How a tenant admin replaces somebody's password when they cannot sign in.

How to set up two-step sign-in with an authenticator app, and what to do with the recovery codes.

How to add a rule of your own — an approval limit, a status gate — that a security role's permission can be filtered by.