You've completed Phase 5 - User Management & Security! You've learned the essential skills for building secure, multi-user applications with sophisticated access control. This phase transforms simple applications into professional, enterprise-ready systems.

In this phase, you mastered:

Article 1: Phase 5 Introduction

• Why user management and security matter
• Tadabase's security architecture
• Multiple layers of security
• Common security scenarios
• Security best practices overview

Article 2: User Fundamentals

• What users are in Tadabase
• User types (authenticated, public, SSO, API)
• The Users table and custom fields
• Creating users (manual, signup, invitation, import, API)
• User authentication (login, password reset, email verification)
• User status (active, inactive, pending)
• User management interfaces

Article 3: Roles and Permissions

• What roles are and how they work
• Creating and configuring roles
• Page-level permissions (which roles can access which pages)
• Component-level permissions (showing components to specific roles)
• Field-level permissions (controlling field visibility and editability)
• Action link permissions
• Data permissions (filtering data by role)
• Testing role permissions

Article 4: Page Rules and Access Control

• What page rules are (dynamic, conditional access)
• Types of page rules (access, redirect, display, filter)
• Creating access rules based on user attributes
• Redirect rules for dynamic routing
• Conditional access (multi-factor permissions)
• Record-level permissions
• Owner-based access introduction
• Combining roles and page rules

Article 5: User Components

• Login component configuration
• Signup component and self-registration
• User menu implementation
• Profile component (view/edit user data)
• Password management (change and reset)
• Email verification
• Social login (SSO with Google, Microsoft)
• Two-factor authentication
• Complete authentication flows

Article 6: Security Best Practices

• Security layers in Tadabase (infrastructure, platform, application, data)
• Principle of least privilege
• Password security policies
• Multi-factor authentication
• Session management
• Data encryption (at rest and in transit)
• Builder access controls
• Audit logging
• Compliance (GDPR, HIPAA, PCI-DSS, SOX)
• Security testing and incident response

Article 7: Record Ownership

• What record ownership is
• Implementing basic ownership (owner field, filters, restrictions)
• Ownership patterns (Created By, Assigned To, Multiple Owners, Hierarchical, Department)
• Owner-only editing
• Admin overrides
• Sharing and collaboration
• Transferring ownership
• Complex ownership scenarios

Article 8: Multi-Tenant Applications

• What multi-tenancy is
• Designing multi-tenant architecture
• Companies table and tenant structure
• Data isolation strategies
• Implementing multi-tenancy step-by-step
• Tenant administration (company admin vs. platform admin)
• Tenant onboarding (signup, trials, guided setup)
• Subscriptions and billing
• Multi-tenant security considerations
• Advanced features (branding, subdomains, analytics)

Let's review the core concepts you've learned:

Users and Authentication

• Users are stored in a special system table
• Every user must have a role
• Authentication verifies user identity
• Multiple authentication methods: email/password, SSO, 2FA
• User status controls access: Active, Inactive, Pending

Roles-Based Access Control (RBAC)

• Roles define groups of permissions
• Roles control access at multiple levels:
  • Page level (which pages can be accessed)
  • Component level (which elements are visible)
  • Field level (which fields can be seen/edited)
  • Action level (which actions can be performed)
• Follow least privilege principle
• Always include admin overrides

Dynamic Permissions

• Page rules provide conditional access
• Based on user attributes, data values, relationships
• More flexible than role-based permissions alone
• Combine roles and page rules for sophisticated control

Record Ownership

• Ownership links records to users
• Users can only see/edit their own records
• Implemented through connection fields and filters
• Essential for user-specific data access
• Can be combined with sharing and collaboration

Multi-Tenancy

• Multi-tenant apps serve multiple organizations
• Complete data isolation between tenants
• All data linked to Companies table
• All components filter by company
• Enables SaaS business models

Security Best Practices

• Defense in depth - multiple security layers
• Least privilege - minimum necessary access
• Strong passwords - complexity requirements, expiration
• MFA - extra verification layer
• Encryption - data protected at rest and in transit
• Audit logging - track all activity
• Testing - verify security thoroughly

Verify you've completed all essential topics:

User Management

• ☐ Understand what users are in Tadabase
• ☐ Know how to create users (multiple methods)
• ☐ Can configure user authentication
• ☐ Understand user status and management
• ☐ Can add custom fields to Users table

Roles & Permissions

• ☐ Can create and configure roles
• ☐ Know how to set page-level permissions
• ☐ Can configure component visibility by role
• ☐ Understand field-level permissions
• ☐ Can test permissions thoroughly

Advanced Access Control

• ☐ Understand page rules and when to use them
• ☐ Can create conditional access rules
• ☐ Know how to implement redirect rules
• ☐ Can combine roles and page rules

User Interface

• ☐ Can configure login and signup components
• ☐ Know how to set up password reset
• ☐ Can create user profile pages
• ☐ Understand email verification
• ☐ Can implement user menus

Security

• ☐ Understand Tadabase security layers
• ☐ Can configure password policies
• ☐ Know when to use MFA
• ☐ Understand session management
• ☐ Can implement audit logging
• ☐ Know compliance requirements

Ownership

• ☐ Understand record ownership concept
• ☐ Can implement owner fields and filters
• ☐ Know different ownership patterns
• ☐ Can restrict editing to owners
• ☐ Understand admin overrides

Multi-Tenancy

• ☐ Understand multi-tenant architecture
• ☐ Can design Companies table structure
• ☐ Know how to implement data isolation
• ☐ Can create company admin interfaces
• ☐ Understand subscription management

Now it's time to apply everything you've learned! You'll build a complete multi-tenant project management SaaS application with comprehensive user management and security.

Project Overview

Application Name

ProjectHub – Multi-Tenant Project Management

Description

A SaaS application where multiple companies can manage their projects, tasks, and team members. Each company has complete data isolation, their own users, and their own subscription plan.

User Roles

• Super Admin - Platform administrator, manages all companies
• Company Admin - Manages their company's account and users
• Project Manager - Creates and manages projects
• Team Member - Works on assigned tasks
• Client - Views project progress (read-only)

Subscription Plans

• Starter - 5 users, 10 projects, 1GB storage
• Professional - 25 users, unlimited projects, 10GB storage
• Enterprise - Unlimited users, unlimited projects, unlimited storage

Data Structure

Tables to Create

1. Companies

• Company Name (Text, required)
• Subdomain (Text, unique)
• Logo (File Upload)
• Status (Dropdown: Active, Trial, Suspended)
• Subscription Plan (Connection to Plans table)
• Trial End Date (Date)
• Created Date (Date/Time, auto-fill)
• User Limit (Number)
• Project Limit (Number)
• Storage Limit (Number, GB)

2. Subscription Plans

• Plan Name (Text: Starter, Professional, Enterprise)
• Price per Month (Number)
• User Limit (Number)
• Project Limit (Number)
• Storage Limit (Number)
• Features (Long Text)

3. Users (modify existing table)

• Email (Email, required)
• Password (Password, required)
• First Name (Text)
• Last Name (Text)
• Role (Role field)
• Company (Connection to Companies, required)
• Phone (Phone)
• Avatar (File Upload)
• Status (Active, Inactive)
• Last Login (Date/Time)

4. Projects

• Project Name (Text, required)
• Company (Connection to Companies, required, auto-fill)
• Description (Long Text)
• Project Manager (Connection to Users)
• Team Members (Connection to Users, many-to-many)
• Client (Connection to Users, optional)
• Status (Dropdown: Planning, Active, On Hold, Completed, Cancelled)
• Start Date (Date)
• End Date (Date)
• Budget (Number, currency)
• Priority (Dropdown: Low, Medium, High, Critical)
• Created By (Connection to Users, auto-fill)
• Created Date (Date/Time, auto-fill)

5. Tasks

• Task Name (Text, required)
• Company (Connection to Companies, required, auto-fill from project)
• Project (Connection to Projects, required)
• Description (Long Text)
• Assigned To (Connection to Users)
• Status (Dropdown: To Do, In Progress, Review, Completed)
• Priority (Dropdown: Low, Medium, High)
• Due Date (Date)
• Estimated Hours (Number)
• Actual Hours (Number)
• Created By (Connection to Users, auto-fill)
• Created Date (Date/Time, auto-fill)

6. Comments

• Company (Connection to Companies, auto-fill)
• Task (Connection to Tasks)
• User (Connection to Users, auto-fill)
• Comment (Long Text)
• Created Date (Date/Time, auto-fill)

7. Files

• File Name (Text)
• Company (Connection to Companies, auto-fill)
• Project (Connection to Projects)
• Task (Connection to Tasks, optional)
• File (File Upload)
• File Size (Number, auto-fill from file)
• Uploaded By (Connection to Users, auto-fill)
• Upload Date (Date/Time, auto-fill)

Features to Implement

Public Pages

1. Landing Page - Marketing page with plan comparison
2. Signup Page - Company signup with plan selection
3. Login Page - User authentication
4. Forgot Password - Password reset flow

Company Admin Pages

1. Company Dashboard
   • Company overview
   • Usage statistics (users, projects, storage)
   • Quick actions
2. Manage Users
   • List company users
   • Add new users (check against limit)
   • Edit user details
   • Deactivate users
   • Assign roles
3. Company Settings
   • Edit company profile
   • Upload logo
   • View subscription plan
   • Upgrade/downgrade options

Project Management Pages

1. All Projects
   • Table of all company projects
   • Filters: Status, Manager, Date range
   • Actions: View, Edit, Delete
   • Company Admins and Project Managers see all
   • Team Members see only projects they're on
   • Clients see projects where they're assigned as client
2. Project Details
   • Project information
   • Team members list
   • Tasks list (filtered to this project)
   • Files list
   • Progress indicators
   • Edit button (for PM and Admin only)
3. Create/Edit Project
   • Form to create/edit project
   • Check project limit before creating
   • Accessible to: Company Admin, Project Manager

Task Management Pages

1. My Tasks
   • Tasks assigned to logged-in user
   • Filter by status, priority, due date
   • Quick status updates
2. All Tasks
   • All company tasks (Admin, PM)
   • Filter by project, assignee, status
3. Task Details
   • Task information
   • Comments section
   • File attachments
   • Edit for assigned user or PM/Admin

User Pages

1. My Profile
   • View/edit profile information
   • Upload avatar
   • Change password
2. User Dashboard
   • My tasks overview
   • My projects
   • Recent activity

Super Admin Pages

1. All Companies
   • List all companies on platform
   • Filter by plan, status
   • Actions: View, Edit, Suspend, Delete
2. Company Management
   • View company details
   • List company users
   • Change subscription plan
   • View usage statistics
   • Suspend/activate company
3. Platform Analytics
   • Total companies
   • Total users
   • Revenue by plan
   • Growth metrics

Security Requirements

Authentication

• ☐ Email/password login
• ☐ Password requirements: min 8 characters, complexity
• ☐ Email verification for new signups
• ☐ Password reset functionality
• ☐ Session timeout: 2 hours
• ☐ Account lockout after 5 failed attempts

Data Isolation

• ☐ All data tables linked to Companies
• ☐ All components filter by company
• ☐ Company field auto-fills on record creation
• ☐ Super Admin can access all companies
• ☐ Users cannot see other companies' data
• ☐ Test isolation thoroughly

Role Permissions

Super Admin:

• Access to all companies
• Can create/edit/delete companies
• Can manage subscription plans
• Platform analytics

Company Admin:

• Access only to their company
• Manage company users
• View all company projects
• Edit company settings
• Cannot change subscription plan (request upgrade)

Project Manager:

• Create/edit/delete projects
• View all company projects
• Assign tasks
• Manage project team members

Team Member:

• View projects they're assigned to
• View and update their tasks
• Add comments
• Upload files
• Cannot create projects

Client:

• View projects where assigned as client
• View tasks (read-only)
• Add comments
• View files
• No editing permissions

Subscription Limits

• ☐ Enforce user limits based on plan
• ☐ Enforce project limits based on plan
• ☐ Track and limit storage usage
• ☐ Block actions when limits reached
• ☐ Show upgrade prompts

Audit and Compliance

• ☐ Created By and Created Date on all tables
• ☐ Track user login history
• ☐ Log company creation
• ☐ Log subscription changes
• ☐ Track file uploads (size tracking)

Step-by-Step Project Guide

Phase 1: Foundation (Day 1-2)

1. Create all data tables
2. Add all fields as specified
3. Create table relationships
4. Add sample subscription plans
5. Create all user roles

Phase 2: Multi-Tenancy Setup (Day 2-3)

1. Link Users to Companies
2. Link all data tables to Companies
3. Create record rules for auto-fill Company field
4. Test with multiple companies

Phase 3: Authentication (Day 3-4)

1. Create login page
2. Create signup page (company + admin user)
3. Configure password requirements
4. Set up email verification
5. Create password reset flow
6. Test all authentication flows

Phase 4: Company Admin Interface (Day 4-5)

1. Create company dashboard
2. Build user management page
3. Create company settings page
4. Implement user limit checking
5. Test with Company Admin user

Phase 5: Project Management (Day 5-7)

1. Create "All Projects" page with filters
2. Build project details page
3. Create project form (create/edit)
4. Implement project limit checking
5. Set up role-based project access

Phase 6: Task Management (Day 7-9)

1. Create "My Tasks" page
2. Build "All Tasks" page
3. Create task details page with comments
4. Implement task forms
5. Set up ownership and permissions

Phase 7: Files and Comments (Day 9-10)

1. Add file upload to tasks
2. Track file sizes
3. Implement storage limit checking
4. Create comments component
5. Test file sharing within company

Phase 8: Super Admin Interface (Day 10-11)

1. Create "All Companies" page
2. Build company management pages
3. Create platform analytics dashboard
4. Implement company suspend/activate
5. Test super admin access

Phase 9: User Experience (Day 11-12)

1. Create user dashboard
2. Build user profile page
3. Add user menu to header
4. Create navigation menus
5. Polish UI and styling

Phase 10: Security Testing (Day 12-13)

1. Create multiple test companies
2. Create test users for each role
3. Test data isolation rigorously
4. Test all permission scenarios
5. Try to break security (URL manipulation, etc.)
6. Verify subscription limits work
7. Complete security checklist

Phase 11: Final Polish (Day 13-14)

1. Add dashboards and reports
2. Improve user experience
3. Add helpful messages and guidance
4. Create help/support page
5. Final testing
6. Deploy and celebrate!

Bonus Challenges

If you finish early or want extra practice:

1. Email Notifications
   • Welcome email when company signs up
   • Email when assigned to task
   • Email when comment added
   • Trial expiration reminders
2. Advanced Reporting
   • Project progress charts
   • Team productivity reports
   • Task completion trends
   • Company usage analytics
3. Calendar View
   • Tasks by due date
   • Project timeline
   • Team calendar
4. Time Tracking
   • Log time on tasks
   • Timesheet reports
   • Project time budgets
5. Custom Branding
   • Company logo in header
   • Custom colors per company
   • White-label experience
6. API Access
   • Enable REST API
   • Create API documentation
   • Restrict API to Professional+ plans

Testing Checklist

Data Isolation

• ☐ Create Company A and Company B
• ☐ Create projects for each company
• ☐ Log in as Company A user, verify only Company A data visible
• ☐ Try to access Company B record via URL
• ☐ Verify cannot assign task to user from Company B
• ☐ Export data, verify only company data included

Role Permissions

• ☐ Test each role separately
• ☐ Company Admin can manage users within limit
• ☐ Project Manager can create projects within limit
• ☐ Team Member can only edit their tasks
• ☐ Client has read-only access
• ☐ Super Admin sees all companies

Subscription Limits

• ☐ Cannot add users beyond user limit
• ☐ Cannot create projects beyond project limit
• ☐ Cannot upload files beyond storage limit
• ☐ Upgrade prompt appears when limit reached

Authentication

• ☐ Signup creates company and admin user
• ☐ Email verification works
• ☐ Login works with verified account
• ☐ Password reset flow completes successfully
• ☐ Account locks after failed attempts
• ☐ Session timeout works

Ownership

• ☐ Users see only their tasks on "My Tasks"
• ☐ Project managers see team tasks
• ☐ Users can only edit tasks assigned to them
• ☐ Admin can edit all tasks

Submission (Optional)

If you want feedback on your project:

1. Document your implementation
2. Create test accounts for each role
3. Write up any challenges you faced
4. Note what you learned
5. Share with Tadabase community or mentor

Congratulations on completing Phase 5! You now have the skills to build secure, professional, multi-user applications.

Phase 6 Preview: Advanced Data Operations

In the next phase, you'll learn:

• Advanced Formulas - Complex calculations and data manipulation
• Aggregations - Summary calculations across related records
• Conditional Logic - IF statements and complex conditions
• Data Transformations - Pipes and data processing
• Bulk Operations - Processing multiple records efficiently
• Advanced Filtering - Complex queries and search

Continuing Your Learning

• Review any concepts that were challenging
• Complete the Phase 5 project thoroughly
• Experiment with different security patterns
• Build additional multi-tenant applications
• Join the Tadabase community for support and inspiration

Security is not optional - it's essential. Every professional application needs robust user management and security. The skills you've learned in this phase are what separate hobbyist apps from professional, production-ready systems.

You can now:

• Build applications with sophisticated user management
• Implement role-based access control
• Create secure, multi-user applications
• Design and build multi-tenant SaaS products
• Follow security best practices
• Meet compliance requirements

These are highly valuable skills that enable you to build real business applications that serve multiple users and organizations securely.

Take a moment to celebrate your progress! Building secure, multi-user applications is a significant achievement. You're well on your way to becoming a Tadabase expert.

Ready to continue? Let's move on to Phase 6 and learn advanced data operations!

Phase 5 Completion

You've completed Phase 5 of the Tadabase Learning Path! You've learned:

• User management and authentication
• Role-based access control
• Advanced permissions and page rules
• User interface components
• Security best practices
• Record ownership
• Multi-tenant application architecture

Keep up the great work as you continue your Tadabase journey!