Skip to main content

Create Group

Add Members

Set Filters

Test & Launch

Along with restricting access to an entire table, RLP also lets you filter a table down to specific rows — for example, only projects in a specific region, or only data for a specific company. RLP is organized around groups. A group defines a set of table access rules. Users assigned to a group inherit those rules.
After configuring a new group, use Test as User in Kris AI Context Settings to confirm the filters are returning the expected results before launching RLP org wide!

Table Access

Each group can have access to one or more Kroo tables. For each table, you define a filter type:
The user can see all rows in this table. Use this when the table doesn’t contain sensitive data or when the user should have unrestricted access to it.
Use the Explore Table Data link to preview the table’s columns and sample rows before building your filter.

Members

Each group has a members list. Add users to the group to apply the group’s table access rules to them. A user can belong to multiple groups — their effective access is the union of all groups they belong to.

Creating a Group

1

Navigate to Row-Level Permissions

2

Create a new group

Click New Group and give it a descriptive name (e.g., “West Region PMs” or “Subcontractor – Acme”).
3

Add members

Add users to the group. See the Members section above for details.
4

Configure table access

Add one or more Kroo tables and define the filter rules for each. See Table Access above.

Support

For help setting up Row-Level Permissions, contact implementations@getkroo.com.