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124 changes: 97 additions & 27 deletions content/docs/bases/base-collaboration.mdx
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@@ -1,48 +1,118 @@
---
title: 'Base collaboration'
description: 'Invite team members to work on a base'
tags: ['Bases', 'Collaboration', 'Members', 'Invite', 'Roles', 'Permissions']
keywords: ['NocoDB base', 'base collaboration']
description: 'This article explains how to invite members or teams to your base, manage their roles, and remove them when needed.'
tags: ['Collaboration', 'Bases', 'Members', 'Teams', 'Invite', 'Roles', 'Permissions']
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']
---

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:
<Callout type="info">A comprehensive guide regarding roles and permissions can be accessed [here](/docs/product-docs/roles-and-permissions)</Callout>

<Callout type="info">Teams feature availability: **Business** plan onwards in cloud and On-premise **Enterprise** edition</Callout>

## Update members role in your base
## Invite Members to Base

1. Access `Base Dashboard` from the left sidebar
2. Navigate to the `Members` tab.
3. Locate the user whose access you want to change.
4. Use the dropdown to assign a new role specific to this base.
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.

![image](/img/v2/base/base-collaboration.png)
1. Navigate to the **Overview** > **Members** tab within your base.
2. Click **Add Members**.
3. Enter one or more email addresses (comma-separated).
4. Select a role for the invited member(s) from the dropdown menu.
5. Click **Invite to Base**.

<Callout type="info">You can only assign roles that are at most equal to your own role on the base.</Callout>

<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>
<Callout type="info">You can invite multiple members simultaneously by entering their email addresses separated by commas.</Callout>

More details about roles & permissions can be found [here](/docs/product-docs/roles-and-permissions).
![image](/img/v2/collaboration/base/base-add-members-1.png)
![image](/img/v2/collaboration/base/base-add-members-2.png)

## Remove members from your base
1. Access `Base Dashboard` from the left sidebar
2. Navigate to the `Members` tab.
3. Locate the user to remove.
4. Set their role to No Access using the dropdown.
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.

![image](/img/v2/base/base-collaboration.png)

<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>
## Invite Teams to Base ☁

## Direct base invite
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.

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.
1. Navigate to the **Overview** > **Members** tab within your base.
2. Click on the **Add Teams** button.
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.
4. Choose the appropriate base-level role from the dropdown menu. Note that:
- Similar to individual members, you can only assign roles that are at most equal to your own role on the base.
- Teams can't be assigned the **Owner** role at the base level.
5. Click on the **Add Teams** button to complete the process.

When a user is invited directly to a base:
<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>

* They are automatically added to the parent workspace with the **No Access** role.
* Their access is restricted exclusively to the base they were invited into.
* They will not be able to view or access any other bases, tables, or data within the same workspace.
* Their name will still appear in the workspace’s member list, but their visibility and access will be limited.
![image](/img/v2/collaboration/base/base-add-teams-1.png)
![image](/img/v2/collaboration/base/base-add-teams-2.png)

This approach is ideal for sharing specific projects with external collaborators, clients, or temporary contributors without compromising workspace-level visibility.
To learn more about creating and managing teams, refer to the [Teams documentation](/docs/product-docs/collaboration/teams).

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.

## List Base Members and Teams

The `Members` tab displays all users and teams that have access to the base.

- Individual members appear with their email addresses and assigned base role.
- Teams are listed with their name, member count, and assigned base role.

![image](/img/v2/collaboration/base/base-members-list.png)

Inherited roles from workspace-level are displayed with `workspace` suffix to indicate their origin.


## Modify Roles for Members or Teams

Access permissions for both members and teams can be updated directly from the `Members` tab.

1. Click on the role dropdown next to the member or team.
2. Select a new role from the list of available options.
3. The role change takes effect immediately.

![image](/img/v2/collaboration/base/base-edit-roles.png)

<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>

Learn more about [roles and permissions](/docs/product-docs/roles-and-permissions).


## Role Precedence

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.

- Individual explicit role takes precedence over team-assigned role.
- Base-level roles override workspace-level roles.
- In case of multiple team roles, the **highest** permission applies.

Learn more about [roles and permissions](/docs/product-docs/collaboration/teams#effective-role-resolution).

## Remove or Revoke Base Access
There are two ways to manage member or team access to a base:

### Deny Access
To prevent a user or team from accessing the base:
- Click on the role dropdown next to the member or team entry.
- Select `No Access` from the available roles.

The member or team will be blocked from accessing this base, regardless of their workspace or team-level permissions.

### Revoke Explicit Assignment
To remove an explicit base-level role assignment and allow the user to inherit their workspace or team-level role:
- Click on the role dropdown next to the member or team entry.
- Select `Inherit` from the available roles.

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.

<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>

## Best Practice

- Use base-level permissions to restrict access to sensitive data while maintaining broader workspace access.
- Assign teams to bases for departments or functional groups to manage access efficiently without individual invitations.
- Start by inviting teams to bases when possible, then add individual members for exceptions.
- Regularly audit base member lists to ensure access remains appropriate as team compositions change.

Learn more [here](/docs/product-docs/collaboration/teams#best-practices).

---
127 changes: 106 additions & 21 deletions content/docs/collaboration/base-collaboration.mdx
Original file line number Diff line number Diff line change
@@ -1,33 +1,118 @@
---
title: 'Base collaboration'
description: 'Invite team members to work on a base'
tags: ['Collaboration', 'Bases', 'Members', 'Invite', 'Roles']
keywords: ['NocoDB base', 'base collaboration', 'base context menu', 'base owner', 'base settings']
description: 'This article explains how to invite members or teams to your base, manage their roles, and remove them when needed.'
tags: ['Collaboration', 'Bases', 'Members', 'Teams', 'Invite', 'Roles', 'Permissions']
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']
---

## Inviting members to your base
When a member is added to a workspace, they will carry their assigned role-specific permissions to all the bases within the workspace. To override member permissions to your base, please follow steps outlined below:
<Callout type="info">A comprehensive guide regarding roles and permissions can be accessed [here](/docs/product-docs/roles-and-permissions)</Callout>

1. Go to the left sidebar and select `Base name` to access the `Base Dashboard.`
2. Click on the `Members` tab.
3. Use the dropdown menu to specify the access permissions for the member you wish to collaborate.
4. Finalize the process by assigning the desired role to the user.
<Callout type="info">Teams feature availability: **Business** plan onwards in cloud and On-premise **Enterprise** edition</Callout>

![image](/img/v2/base/base-collaboration.png)
## Invite Members to Base

<Callout type="note">
- Any existing user can invite members to the base, but they can only assign a role to new members that is at most equal to their own role.
- Only the base owner / creator can change the role of a base member.
</Callout>
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.

More details about roles & permissions can be found [here](/docs/product-docs/roles-and-permissions).
1. Navigate to the **Overview** > **Members** tab within your base.
2. Click **Add Members**.
3. Enter one or more email addresses (comma-separated).
4. Select a role for the invited member(s) from the dropdown menu.
5. Click **Invite to Base**.

## Removing members from your base
1. Go to the left sidebar and select `Base name` to access the `Base Dashboard.`
2. Click on the `Members` tab.
3. Use the dropdown menu to specify the access permissions for the member you wish to collaborate.
4. Assign the `No Access` role to the user.
<Callout type="info">You can only assign roles that are at most equal to your own role on the base.</Callout>

![image](/img/v2/base/base-collaboration.png)
<Callout type="info">You can invite multiple members simultaneously by entering their email addresses separated by commas.</Callout>

![image](/img/v2/collaboration/base/base-add-members-1.png)
![image](/img/v2/collaboration/base/base-add-members-2.png)

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.


## Invite Teams to Base ☁

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.

1. Navigate to the **Overview** > **Members** tab within your base.
2. Click on the **Add Teams** button.
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.
4. Choose the appropriate base-level role from the dropdown menu. Note that:
- Similar to individual members, you can only assign roles that are at most equal to your own role on the base.
- Teams can't be assigned the **Owner** role at the base level.
5. Click on the **Add Teams** button to complete the process.

<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>

![image](/img/v2/collaboration/base/base-add-teams-1.png)
![image](/img/v2/collaboration/base/base-add-teams-2.png)

To learn more about creating and managing teams, refer to the [Teams documentation](/docs/product-docs/collaboration/teams).

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.

## List Base Members and Teams

The `Members` tab displays all users and teams that have access to the base.

- Individual members appear with their email addresses and assigned base role.
- Teams are listed with their name, member count, and assigned base role.

![image](/img/v2/collaboration/base/base-members-list.png)

Inherited roles from workspace-level are displayed with `workspace` suffix to indicate their origin.


## Modify Roles for Members or Teams

Access permissions for both members and teams can be updated directly from the `Members` tab.

1. Click on the role dropdown next to the member or team.
2. Select a new role from the list of available options.
3. The role change takes effect immediately.

![image](/img/v2/collaboration/base/base-edit-roles.png)

<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>

Learn more about [roles and permissions](/docs/product-docs/roles-and-permissions).


## Role Precedence

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.

- Individual explicit role takes precedence over team-assigned role.
- Base-level roles override workspace-level roles.
- In case of multiple team roles, the **highest** permission applies.

Learn more about [roles and permissions](/docs/product-docs/collaboration/teams#effective-role-resolution).

## Remove or Revoke Base Access
There are two ways to manage member or team access to a base:

### Deny Access
To prevent a user or team from accessing the base:
- Click on the role dropdown next to the member or team entry.
- Select `No Access` from the available roles.

The member or team will be blocked from accessing this base, regardless of their workspace or team-level permissions.

### Revoke Explicit Assignment
To remove an explicit base-level role assignment and allow the user to inherit their workspace or team-level role:
- Click on the role dropdown next to the member or team entry.
- Select `Inherit` from the available roles.

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.

<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>

## Best Practice

- Use base-level permissions to restrict access to sensitive data while maintaining broader workspace access.
- Assign teams to bases for departments or functional groups to manage access efficiently without individual invitations.
- Start by inviting teams to bases when possible, then add individual members for exceptions.
- Regularly audit base member lists to ensure access remains appropriate as team compositions change.

Learn more [here](/docs/product-docs/collaboration/teams#best-practices).

---
4 changes: 2 additions & 2 deletions content/docs/collaboration/index.mdx
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Expand Up @@ -6,9 +6,9 @@ keywords: ['Collaboration overview']
icon: "users"
---

At NocoDB, our passion lies in promoting teamwork, and it's a significant factor contributing to our popularity. Through NocoDB's collaborative functionalities, you have the ability to foster effective task distribution and team communication by extending invitations to others for seamless cooperation.
At NocoDB, teamwork is at the core of what we do. Our collaboration features make it easy to share work, assign tasks, and communicate effectively with your team.

In this segment, we'll discuss various collaboration features that NocoDB offers.
In this section, well explore the different collaboration tools available in NocoDB.

[Workspace collaboration](/docs/product-docs/collaboration/workspace-collaboration)
[Base collaboration](/docs/product-docs/collaboration/base-collaboration)
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1 change: 1 addition & 0 deletions content/docs/collaboration/meta.json
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Expand Up @@ -3,6 +3,7 @@
"pages": [
"workspace-collaboration",
"base-collaboration",
"teams",
"share-base",
"share-view",
"notifications",
Expand Down
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