You signed in with another tab or window. Reload to refresh your session.You signed out in another tab or window. Reload to refresh your session.You switched accounts on another tab or window. Reload to refresh your session.Dismiss alert
To duplicate a base, you can follow these straightforward steps:
47
-
1. Initiate the base context menu by clicking on the ellipses `...` located next to the base name within the left sidebar.
48
-
2. In the dropdown menu that appears, choose the `Duplicate` option.
49
-
3. Optionally, you can configure the duplication process with the following choices:
50
-
-`Include records`: You have the flexibility to choose whether to duplicate the base with or without its data.
51
-
-`Include comments`: You can decide whether to duplicate the base with or without its comments.
52
-
4.Optionally, you can choose workspace to duplicate the base to from the dropdown menu. By default, the base will be duplicated to the same workspace as the original base. Note that, only workspaces that you have access to will be listed in the dropdown menu.
53
-
5. Click the `Duplicate Base` button in the confirmation modal that pops up.
44
+
1. Open [Base context menu](#base-context-menu).
45
+
2. From dropdown, select `Duplicate base` option.
46
+
3. Duplicate base optional configurations,
47
+
-`Include records` - disable to duplicate the base schema only, without any data.
48
+
-`Include comments` - disable to duplicate the base without any comments.
49
+
-`Include scripts` - disable to duplicate the base without any scripts.
50
+
4.You can select a workspace from the dropdown to duplicate the base into. By default, the base will be duplicated within its current workspace. Only workspaces where you have access will appear in the dropdown.
51
+
5. Click the `Duplicate Base` button to proceed with the duplication.
54
52
55
53
A new base will be created, mirroring the original base's schema and data and/or comments based on the configurations specified in step 3.
- A duplicate base will be generated within the same workspace as the original base.
63
-
- The duplicated base will be suffixed with ` copy` in its name.
64
-
- You will be designated as the `base owner` upon the duplication of the base.
65
-
- Existing base members will not be transferred to the duplicated base.
66
-
</Callout>
59
+
<Callouttype="info">You will be designated as the `base owner` upon the duplication of the base. Existing base members will not be transferred to the duplicated base.</Callout>
67
60
68
61
## Delete base
69
62
70
63
If you determine that a base is no longer necessary, you have the option to permanently remove it from your workspace. Deleting a base will delete all the tables and data associated with it.
71
64
72
-
<Callouttype="info">**This action cannot be undone**</Callout>
73
-
74
-
<Callouttype="info">Only **base owner** can delete a workspace</Callout>
65
+
<Callouttype="info">Only **base owner** can delete a workspace. **This action cannot be undone**</Callout>
75
66
76
67
To delete a base:
77
68
78
-
1.Initiate the base context menu by clicking on the ellipses `...` located next to the base name within the left sidebar.
79
-
2.In the dropdown menu that appears, choose the `Delete` option.
69
+
1.Open [Base context menu](#base-context-menu).
70
+
2.From dropdown, select `Delete base` option.
80
71
3. Select `Delete base` button on the confirmation dialog box.
Some general configurations are available for you to modify within the base settings.
89
81
1.**Show M2M tables**: Toggle this option to display/hide M2M tables within the left sidebar. Many-to-many relation is supported via a junction table & is hidden by default.
@@ -92,39 +84,29 @@ Some general configurations are available for you to modify within the base sett
92
84
93
85
To configure base settings, you can follow these steps:
94
86
95
-
1.Initiate the base context menu by clicking on the ellipses `...` located next to the base name within the left sidebar.
96
-
2.In the dropdown menu that appears, choose the`Settings` option.
A member added to a workspace will carry his assigned role specific permissions to all the base with in workspace. To override member permissions to your base, please follow steps outlined below:
8
+
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:
9
9
10
-
1. Go to the left sidebar and select `Base name` to access the `Base Dashboard.`
11
-
2. Click on the `Members` tab.
12
-
3. Use the dropdown menu to specify the access permissions for the member you wish to collaborate.
13
-
4. Finalize the process by assigning the desired role to the user.
10
+
11
+
## Update members role in your base
12
+
13
+
1. Access `Base Dashboard` from the left sidebar
14
+
2. Navigate to the `Members` tab.
15
+
3. Locate the user whose access you want to change.
16
+
4. Use the dropdown to assign a new role specific to this base.
14
17
15
18
16
19
17
20
18
-
<Callouttype="info">
19
-
- 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.
20
-
- Only the base owner / creator can change the role of a base member.
21
-
</Callout>
21
+
<Callouttype="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>
22
22
23
23
More details about roles & permissions can be found [here](/docs/product-docs/roles-and-permissions).
24
24
25
-
## Removing members from your base
26
-
1.Go to the left sidebar and select `Base name` to access the `Base Dashboard.`
27
-
2.Click on the `Members` tab.
28
-
3.Use the dropdown menu to specify the access permissions for the member you wish to collaborate.
29
-
4.Assign the `No Access` role to the user.
25
+
## Remove members from your base
26
+
1.Access `Base Dashboard` from the left sidebar
27
+
2.Navigate to the `Members` tab.
28
+
3.Locate the user to remove.
29
+
4.Set their role to No Access using the dropdown.
30
30
31
31
32
32
33
-
## Related articles
34
-
-[Base overview](/docs/product-docs/bases)
35
-
-[Create an empty base](/docs/product-docs/bases/create-base)
36
-
-[Import base from Airtable](/docs/product-docs/bases/import-base-from-airtable)
37
-
-[Invite team members to work on a base](/docs/product-docs/bases/base-collaboration)
38
-
-[Share base publicly](/docs/product-docs/bases/share-base)
<Callouttype="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>
34
+
35
+
## Direct base invite
36
+
37
+
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.
38
+
39
+
When a user is invited directly to a base:
40
+
41
+
* They are automatically added to the parent workspace with the **No Access** role.
42
+
* Their access is restricted exclusively to the base they were invited into.
43
+
* They will not be able to view or access any other bases, tables, or data within the same workspace.
44
+
* Their name will still appear in the workspace’s member list, but their visibility and access will be limited.
45
+
46
+
This approach is ideal for sharing specific projects with external collaborators, clients, or temporary contributors without compromising workspace-level visibility.
Copy file name to clipboardExpand all lines: content/docs/bases/create-base.mdx
+8-10Lines changed: 8 additions & 10 deletions
Display the source diff
Display the rich diff
Original file line number
Diff line number
Diff line change
@@ -22,16 +22,14 @@ To initiate the creation of a new database from the ground up, follow these step
22
22
23
23
<Callouttype="info">When you create a base, you become its owner. Only base owners can delete a base, and multiple bases can be created within a single workspace</Callout>
24
24
25
-
On the successful creation of a base, you will be directed to the Base Dashboard, which serves as the primary landing page for the base. This central hub provides users with swift access to essential features such as base settings and collaboration tools. To access the Base Dashboard, simply click on the base name located in the left sidebar.
25
+
On the successful creation of a base, you will be directed to the Base Dashboard, which serves as the primary landing page for the base.
26
26
27
27
Find more details on adding tables to a base in the [Tables](/docs/product-docs/tables/create-table) section.
28
28
29
-
## Related articles
30
-
-[Base overview](/docs/product-docs/bases)
31
-
-[Import base from Airtable](/docs/product-docs/bases/import-base-from-airtable)
32
-
-[Invite team members to work on a base](/docs/product-docs/bases/base-collaboration)
33
-
-[Share base publicly](/docs/product-docs/bases/share-base)
<Callouttype="info">This feature is available only on NocoDB Cloud. It is not supported in self-hosted or on-premise deployments.</Callout>
32
+
33
+
[Noco AI](/docs/product-docs/noco-ai) lets you instantly generate a complete base — including tables, views, fields, and relationships — just by describing your needs in natural language. Refer details [here](/docs/product-docs/noco-ai/create-base) for more details on how to use this feature.
Copy file name to clipboardExpand all lines: content/docs/bases/import-base-from-airtable.mdx
+10-25Lines changed: 10 additions & 25 deletions
Display the source diff
Display the rich diff
Original file line number
Diff line number
Diff line change
@@ -1,22 +1,17 @@
1
1
---
2
2
title: 'Import Airtable to NocoDB'
3
-
description: 'A complete import of your Airtable to any MySQL or Postgres databases within minutes'
3
+
description: 'A complete import of your Airtable base to NocoDB within minutes'
4
4
tags: ['Bases', 'Import']
5
5
keywords: ['NocoDB', 'Airtable', 'Import Airtable', 'Airtable to NocoDB', 'Airtable to MySQL', 'Airtable to Postgres']
6
6
---
7
7
8
-
NocoDB offers a streamlined process for seamlessly transferring your Airtable database to various database management systems, including MySQL, Postgres and SQLite, in just a matter of minutes. This feature is particularly useful for users who wish to migrate their Airtable database to a more robust and scalable database management system.
9
-
10
8
<Callouttype="info">Import from Airtable is in beta version. See [Importing Airtable To NocoDB](https://github.com/nocodb/nocodb/discussions/2122) for the migration notes</Callout>
11
9
10
+
<Callouttype="info">To proceed, you must have valid Airtable Credentials. Ensure you have access to [Personal Access Token](#create-personal-access-token) and [Shared Base ID / URL](#retrieve-share-base-id--url)</Callout>
12
11
13
-
<Callouttype="info">
14
-
To proceed, you must have valid Airtable Credentials. Ensure you have access to the following information from your Airtable account:
0 commit comments